Steps
- 1
Open the Invoices page
Go to Invoices in the menu and press the “Sales invoice” button.
- 2
Pick the customer
Find the customer in the list. If they are missing, add them from there with “New customer/supplier”. The due date is suggested from the customer’s payment days.
- 3
Add the lines
On each line pick a product from stock or type a free description, then enter quantity, unit price and tax rate. Pressing Enter in the tax field of the last line opens a new line. Use “Add discount” for discounts.
- 4
Instalments and currency if needed
“Create instalment and down-payment plan” asks for the number of instalments and the down payment. The “Foreign-currency price” option lets you enter a line with currency and rate.
- 5
Save
Check the totals and press “Save invoice”; the number is assigned when you save. If the invoice was paid on the spot, tick “Collection also received” and pick the account.