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. Shipping is taxed only when the line items are taxable and the destination state taxes shipping. You only need to enter a tax rate if you want to override the calculated amount.

When a line item’s product is flagged Track as customer equipment (and is not serial-tracked), saving the invoice automatically registers it as Customer Equipment for the account.

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.