Create and send your first invoice
Five minutes, start to finish.
Step 1 of 5
Start a new invoice
Go to Sales and select + New invoice.
Step 2 of 5
Choose the customer and dates
Choose the customer (or + New), then check the issue and due dates.
Step 3 of 5
Add the work
Enter a description, quantity and rate. Check the account and the VAT (TVA) code. Select + Add another line for more.
Step 4 of 5
Check and send
Check the live preview, then select Approve & send. Plain emails the PDF to your customer.
Step 5 of 5
When the customer pays
Match the payment on your bank line, or open the invoice and select Record payment.
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