Create and finalize an invoice

Step by step

1. 1Open Invoices and choose Create invoice. Select the customer and check the invoice date, supply date, currency and due date. The payment term starts at 14 days and can be changed.
2. 2Enter the goods or services, quantity and unit price for each line. Quantity starts at 1 and can be changed. Choose whether the price includes or excludes VAT and check the revenue account and VAT treatment.
3. 3Check the automatic posting preview. The line amount is rounded to the smallest currency unit first; the administration’s configured VAT rounding then applies. For another currency, enter the conversion requested: no live exchange rate is retrieved.
4. 4Keep incomplete input with Save draft. Finalizing requires, among other details, the customer name and country, issuer details and a description of the supply. The customer street/address and city are optional. A customer VAT ID is needed only for a VAT treatment that requires it; the message identifies what is missing.
5. 5Choose Finalize when the preview and details are correct. The assigned invoice number and accounting entry are created together. Only a finalized invoice has an invoice number.
6. 6Then open the invoice to download its PDF or send it separately. Record an actual receipt through payment registration, either when posting or later. Creating an invoice alone does not mean the customer has paid.

What is on the screen?

• Customer, invoice date, supply date and due date
• Quantity, unit price and including/excluding VAT
• Revenue account, VAT treatment and any conversion
• Save draft, automatic preview and Finalize

What happens next?

The draft appears under Drafts and quotations. After finalizing, the invoice appears under Final invoices and credit notes and under Sales. The administration, its current permissions, VAT configuration and fiscal-year checks remain authoritative, regardless of legal form.

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