Make and issue an invoice

By hand

1. In Billing, choose New invoice.
2. Search People for your customer, or choose New person to add them in a pop-up. They are saved once in your business's People, for everyone.
3. Check the customer's name and address as the invoice should print them, then add lines. Typing the name of something in your catalogue fills in its price and tax rate.
4. The totals work themselves out as you type. A yellow banner lists anything the tax rules still need, such as the customer's address.
5. Save draft to come back later, or Issue when it is ready.

Drafts and issued invoices

• A draft has no number, so deleting one never leaves a gap.
• Issuing gives the invoice the next number, and its PDF is made and kept. From then on it can't be changed or deleted, because tax law keeps issued invoices as they were. To correct one, see Correct or cancel an invoice.
• Preview PDF downloads a draft's PDF with a DRAFT mark across it.

Other ways invoices are made

• From an order: see Orders, and orders from leads you win.
• On a schedule: in Recurring, choose who, how often (every week, month, three months or year), the first date and the lines. Each one is issued on its day and emailed when you choose. A month that is too short uses its last day, so an invoice on the 31st goes out on 28 or 29 February.