Create an invoice
Raise a sales invoice, add items and VAT, and approve it.
- Choose New invoice on Home, or open Sales, Invoices and start a new one.
- Pick the customer. Their address fills in.
- Check the invoice number, add an order number if you have one, and set the invoice and due dates.
- Choose whether prices exclude or include VAT.
- Add lines: item and description, quantity, rate, discount and tax. Totals appear under the table.
- Use More options for salesperson, project (Pro and up), tags or warehouse.
- Save, then approve the invoice when it is ready.
VAT on invoices
The VAT selector, VAT column and e-invoicing type appear once your company TRN is saved. New lines then default to Standard 5%. A TRN is needed to approve a VAT invoice, and the heading Tax Invoice is used only when there is a TRN and VAT. The Startup plan has no VAT codes.
Live preview
On wide screens a live preview of the invoice sits beside the form and updates as you type. The colour dots under it set the invoice colour.
Tip: To add a new product or service while typing a line, see Add customers, suppliers and items.