Sales Invoicing - Creating Invoices

You can produce a sales invoice to send to your customer/client by following the steps below.

13. VAT display options, Included/Excluded.

14. Click the ‘Recurrency’ icon  to repeat the invoice on a monthly, quarterly or yearly basis.

15. Attach documents by selecting the paperclip icon .

16. Click on the ‘Send’ button, the invoice will be emailed to the customer if an email address exists on the customer’s account or you will be prompted to enter an email address.

17. Click ‘Create’, the invoice will be saved in the ‘To be sent’ section and can be amended before sending the invoice to the customer.