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Send an invoice
Bill a client, send the invoice, and record the payment.
Where:
ChannelFinanceInvoicesBefore you start
- The Accounting app installed on the channel.
Steps
- Start an invoice
In the channel, open Finance, then Invoices, and choose New invoice.
- Fill it in
Pick the Client, set the Invoice date and Due date, and choose the Currency and Tax. Under line items add a description, HSN / SAC, quantity and rate; choose Add line for more.
- Choose how it is sent
Under Send with, decide whether to attach the PDF, include a payment link and send reminders.
- Send or save
Choose Send to client, or Save draft to finish later. The invoice number is issued when you send, not before.
- Record the payment
Open the invoice and choose Record a payment, or Mark as paid. Choose Send reminder if it is overdue.
Tips
A sent invoice is a tax document. It can be cancelled with a credit note, never edited.
Choose Export for accountant on the invoice list to hand everything over.
Related guides
Approve and pay billsCheck what you owe, get it approved, and pay one or several bills together.Handle an orderFollow an order from payment to delivery, and keep the customer informed.Understand billing and apply for free creditsSee what your business pays for, download invoices, and apply for credits that are used before your card.
Still stuck?
Go to HelpSearch the Help Center for answers, or ask our support team. Tell them which guide you were following and which step.