How do I create an invoice for a new customer?

You create an invoice to record your agreement with a customer to sell certain products on certain delivery and payment terms. You can easily create a new invoice for a customer that you haven’t registered yet by tapping New Invoice from Home.

Create an invoice for a new customer

  1. Go to Home and tap New Invoice

    Invoices Home page
  2. Enter the customer’s name and email address

    Draft invoice

    You will automatically be guided through creating a new customer card when the customer is not registered.

  3. Fill in the lines

    Screenshot showing the new invoice screen of the Invoicing app

    Select the products that the customers has ordered.

  4. Send the invoice

    Screenshot of "Send the invoice" step of Invoicing app

    You can preview the email before you send it. You can change the suggested subject line, and you can add more attachments. You can also see the PDF file with the actual invoice as an attachment to the email.

    Tap Send the invoice, when your invoice is finalized, and you're ready to send.

Top questions, answered by our team

How can I mark an invoice as paid?

To mark an invoice as paid, do the following:

  • Go to the Invoices list.

  • Tap Next.

  • Choose Mark as Paid.

  • Enter the amount you've received.

  • Save the invoice.

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