Creating and sending an invoice
From a new invoice to the customer's inbox in a few clicks.
- Go to Sales → Invoices and click Create New Invoice.
- Choose the customer. Their billing details fill in automatically.
- Add lines: pick a saved item or type a description, quantity and rate, then choose the VAT rate for each line.
- Check the date and due date, then click Save & Send to email it, or Save to send later.
The customer gets an email with a PDF and a link to view and download the invoice in their customer portal.
Save products and services you sell often under Sales → Items, so each invoice line takes one click.
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