Quick start guide to creating a sales invoice

A quick guide to the basics of creating a sales invoice.

Create a sales invoice

1. Go to Sales, and select New Invoice.
2. Select a customer from the list, or type the customer's name.
3. If this customer is not one of your saved contacts, create a record for them by selecting Add a customer. You only need their name and address for now, and you can fill the rest in later.
4. On the first invoice line, enter a description. This will appear if you print your invoice. 
5. Repeat on a new line for as many items as you need to add to your invoice.
6. Optionally, add Notes and Terms and Conditions to your invoice. These will appear if you print your invoice and send to your customer.
    TIP: Use the Notes to add your business's bank details. That way, your customer has them to hand when they are ready to pay you.  
7. If you want to attach a file, select Attachment and Upload files, then browse to the file. See Add attachments.
8. Select Save invoice.
   You also have an option to Save as Draft. This saves the invoice but doesn't update your customer accounts or ledger accounts. Great if you're not finished yet and want to amend it later. You must save fully before you can send it to a customer.

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