How to create an invoice
Invoices bill your customers for work or services and let you track whether they are draft, sent, or paid.
#When to use this
Use this when it is time to bill a client for delivered work or services.
#Step by step
1
Open Finance or the client
Go to Finance invoices, or the client you are billing.
2
Create an invoice
Add the line items and amounts.
3
Review
Check the details, amounts, and client.
4
Save
The invoice is created as a draft ready to send.
#Expected result
What you should see
A new invoice is created and appears with its status so you can send and track it.
#Common mistakes
- Billing the wrong client or amount.
- Forgetting to send the invoice after creating it.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The invoice total looks wrong | Review the line items and quantities and correct them. |
#Best practices
- Double-check the client and amounts before sending.
- Bill promptly after delivery.
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