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Raise a customer invoice and issue it

An invoice is a document and a posting at once: issuing it takes a number, works out the tax and debits the customer, all in the same press.

You need

• accounting.invoices.read
• accounting.invoices.create
• accounting.invoices.void

Steps

1. Open Invoices and press New invoice.
2. Pick the Customer — they have to exist first, on Customers — then set the Invoice date and the Due.
3. Press Add line for each thing being billed: a Description, a Qty, a Unit price and its Tax. Subtotal, Tax and Total add themselves up.
4. Press Issue invoice when the document is right, and read what it warns you first: Issuing is final: the invoice takes the next number in the series, posts to the ledger, and can no longer be edited — only voided while nothing has been received against it. The tax is calculated from your country’s declared rates, not from this preview.
5. The Status then moves on its own as money arrives — Open, Part paid, Paid — from the receipts recorded against it.

A mistake is undone with Void this invoice and a Reason, never by editing: Voiding posts an opposing entry in the ledger and keeps this number in the series. It is only possible while nothing has been received against the invoice.

Related

• Add a customer you can invoice
• Record money a customer has paid you
• Offer a customer a price, then turn it into an invoice