Creating an invoice

Open Invoices

From the staff console go to Accounting → Invoices.

Create

Click New invoice, search for the client, add one or more line items (description, quantity, unit price and VAT) and set a due date. The total is calculated as you type.

Manage

• Mark as paid when the money arrives.
• Invoices that pass their due date show as overdue on the dashboard and reports.
• Estimates work the same way and can be converted to invoices.