Creating your first invoice
Add a customer, build an invoice, and send it for payment.
Step by step
Invoices start as drafts. Only draft invoices are editable; once sent, an invoice is locked to preserve the audit trail.
- Go to Sales & Receivables, then Invoices, then New Invoice.
- Pick a customer (or create one inline). The invoice currency is inherited from the customer.
- Add line items — choose a product/service or type a description, quantity, and unit price.
- Review tax and totals, then Save as draft.
- When ready, click Send. The invoice is emailed and its status moves to Sent.