Create and send a sales invoice
A numbered INV sales invoice sent to your customer, with its document link.
Before you start
- A delivery with the status Uninvoiced, or start from Create new sale.
- The customer's email in Contacts, to send it by email.
Steps
Step 1: Click Create invoice on the delivery
In the Delivery tab, open the delivery and click Create invoice. The customer and items fill in from the delivery.
Screenshot coming soon
The sales delivery detail page with the Create invoice button.
Step 2: Set the due date, then save
Set the Term, for example Net 30, or the Due date. Click Save sale.
Screenshot coming soon
The sales invoice form with the term and due date.
Step 3: Send it by email or print it
On the invoice page, click Email this document, check the Recipient and message, then click Send email. For a PDF, click Print document, then Print or save PDF.
Screenshot coming soon
The Send document panel with the recipient, subject, message preview and the Send email button.
When you are done
- The invoice is saved as Unpaid with an INV number, and its journal posts automatically.
- An invoice past its due date shows Overdue.
- For the e-Faktur export, open Tax › Output VAT Export.
Common problems
The order has no Create invoice button
Invoices are created from a delivery. Create the delivery first, or create the invoice directly with Create new sale › Sales invoice.
The email subject and message are in English
The default email text is in English. Edit the Subject and message before clicking Send email.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.