Issue an invoice
From an empty form to an issued invoice with its number, PDF and ISDOC.
Step by step
- Open “Documents” and choose “New invoice”, or use the “+” in the top bar, or press X then F. The form starts with the next number, today as the date of issue and the taxable supply, payment by bank, 14 days to pay, the account currency and one line.
- Pick the customer under “Customer”. The contact’s own defaults, such as its due days, are applied.
- Change the dates, the payment method, “Due” or the currency if you need to. The due date is shown next to the choice.
- Fill in the lines: quantity, unit, description, unit price and VAT. “Add a line” adds another; the summary recalculates as you type.
- “More options” holds the language, the bank account, the order number, the variable symbol, the reverse charge, the design and the texts. The button counts what you changed.
- “Show a preview” opens the PDF in a dialog before you commit. Then choose “Create the invoice”.
Good to know
The detail of the issued invoice downloads its PDF and its ISDOC and takes attachments. An issued invoice never changes: a VAT payer corrects it with a corrective document, a non-payer or an identified person cancels it while it is unpaid.
A person with the role Read only cannot issue documents.
Related articles
- Invoice a contactStart the invoice from the customer, with their details and defaults already in place.
- Add a new customer while issuingCreate the contact from the invoice form without losing what you filled in.
- Send an invoice, or only mark it as sentE-mail the invoice with its link, or just record that it went some other way.
- Edit or delete a draft, and the trashA draft can change and be deleted. An issued document never changes and is never deleted.