Set the payer, PO number, dates and notes

Step by step

1. 1Open the draft invoice.
2. 2In Details, change Bill to if needed.
3. 3Enter PO number and Their reference if the customer gave them.
4. 4Set Supply date (empty: the issue date is used).
5. 5Set Due date, or leave it empty to use the customer's payment terms (or your firm's default).
6. 6Write Notes on the invoice.
7. 7Click Save details. You see "Saved.".

Works together with

• The invoice pageOne invoice or credit note: its lines and totals, details, PDF and email, payments, online payment status and corrections.
• Issue an invoiceIssuing gives the invoice its number, fixes your and the customer's details, locks the lines and creates the PDF.
• Invoice settings: numbering, terms, VAT, bank details and footerHow your invoices and quotes are numbered, when invoices are due, the default VAT rate, the bank details printed for transfers and the footer text.
• Customers & firmsEvery company you work with in one full-width list: the customers whose machines you service, and the firms that send you work.