Before sending your first invoice or credit note
You need to enter your business details and VAT settings before you create your first invoice or credit note. You'll have entered your business address when you completed the Quick Start Wizard, but it's good to take a moment to check your other business and financial settings now.
Check your business details
It is helpful if you set up records for your customers, and create your products and services if you use them. This saves you time when creating your invoices and credit notes, as the customers, products, and services you use often are available to select from a list.
If you want to customise the appearance of your invoices, credit notes, or other documents, now is a great time to do it. For example, add a business logo, or change the template and colour of the documents you send.
Go to Sales, and select New Invoice.
Select a customer from the list, or type the customer's name.
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.
On the first invoice line, enter a description. This is printed on your invoice.
Repeat on a new line for as many items as you need to add to your invoice.
Optionally, add Notes and Terms and Conditions to your invoice. These are printed on the invoice you 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.
- If you want to attach a file such as a sales brochure, image, or supporting documentation, select Attachment and Upload files, then browse to the file. See Add attachments.
Want to check what the invoice looks like before sending it. Just select the Preview option on the bottom left of the invoice. This opens a preview of the PDF that's sent to your customer.
Use the cross in the top right of the preview to return to the invoice.
Save as Draft - this just 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.