Creating an Invoice
You can manually create invoices without using charge cards. Follow these steps to complete your invoice from scratch.Open the Invoices section
From the left-hand menu, go to Charges and click Invoices. A list of your existing invoices will appear.
Complete the invoice fields
Enter the necessary information:
- To: Select the account to invoice from the dropdown list.
- Date: Defaults to the current date, but you can change it using the calendar icon.
- Due Date: Automatically set to one month after the invoice date. Adjust based on your client’s payment terms.
- Invoice Number: The system assigns the next available number. You can change this manually if needed.
- Reference: Enter a relevant reference, such as a month or purchase order number.
- Currency: Defaults to GBP. Contact support if you need another currency.
- Amounts Are: Choose from No Tax, Tax Exclusive, or Tax Inclusive.
Add items to the invoice
Add the products or services you are invoicing for:
- Description: Write a description of each item.
- Quantity: Enter the quantity.
- Unit Price: Enter the price per unit.
- Tax Rate: Select the correct VAT rate (20%, 5%, or no VAT). You can apply different VAT rates to different items.
Add or remove lines
The invoice starts with 5 item lines. Click +Add Line for more. To remove a line, click the cross icon next to it.