When you create an invoice to send to a customer, you can either create a service invoice or a product invoice.

Below we'll run through the simple steps to create a service invoice.

1. Click Invoices and credits then click New invoice.
2. From the Format drop-down click Service.
   
3. In Date, enter the invoice date.
4. From the A/C drop-down click the required customer, then click OK.
5. Under Details enter the details of the service provided, then under Amount enter the net amount.
6. To edit the item details, such as tax code or discount, click the Finder button.
7. If required, to add payment details or settlement terms, complete the Order, Footer and Payment tabs.
8. Click Save.

If you enter payment details, a Create Payment prompt appears. To post the payment now, click Now, or to post the payment when the invoice is updated, click On Update.

Once created, you can print your invoice and update ledgers so the values appear in your customer and nominal accounts.

Next steps

• Print, email or export your invoice. Read more >
• Customise your invoice layout. Read more >