Create an invoice

Create an invoice to bill a customer for products or services. Follow these steps.

Steps

1. Go to the Invoices list and click New Invoice.
2. Choose the Account to bill. Optionally pick a Contact.
3. Set the Issue Date and the Due Date. The due date must be the same as or later than the issue date.
4. Add line items. For each item, enter a Description, Quantity, and Unit Price. You can also pick a product to fill these in automatically.
5. Optionally set a Tax Rate, a Discount, and shipping details (cost, method, and carrier).
6. Optionally add Notes and Terms for the customer.
7. Save to create the invoice.

The invoice is created as a Draft and totals are calculated for you. If the selected account has a valid tax exemption, tax is set to zero and a note is added to the invoice automatically.

Tip: Tax is calculated for you based on your organization’s tax settings and the account’s exemption status. You only need to enter a tax rate if you want to override the calculated amount.

You can also create invoices in two other ways:

• By converting an accepted quote – see Convert an accepted quote.
• By generating one from a service contract – see Generate an invoice from a contract.

Next: Send an invoice and reminders.