Step by step
- Open the draft and check the lines, totals and details.
- Deal with any 0.00 warning.
- Click Issue invoice. It shows "Issuing…".
- You see "Invoice … issued." and an Open the PDF link.
- Email it with Email PDF in the Document card.
What issuing does
Gives the next number from your invoice settings (credit notes have their own CN numbers).
Sets the issue date to today, the due date from payment terms if empty, and the supply date to today if empty.
Copies your company details and the customer's name and address onto the invoice, so later changes do not alter it.
Changes its jobs to invoiced.
If Xero, QuickBooks, Stripe or GoCardless is connected, sends it there within a few minutes.
When it is blocked
"add at least one line".
"an invoice cannot have a negative total; use a credit note".
"add your company name and address in Settings first" or "add your VAT number in Settings first".
If the PDF fails, the invoice is still issued: use Download PDF to try again.
Questions
Can I undo issuing?
No. Issued invoices keep their number. Credit it in full and invoice again.
Are invoice numbers ever skipped?
A number is given only at the moment of issuing, so drafts you delete do not use one.
Works together with
- Preview or download the invoice PDFMake the PDF of a draft (marked DRAFT) to check it, or download the PDF of an issued invoice.
- Email an invoiceSend the issued invoice or credit note as a PDF to the customer's billing email, and optionally to another address.
- Credit an invoice (credit note)Correct an issued invoice by crediting it in full. Its jobs and parts become billable again so you can invoice them correctly.
- 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.
- Connect XeroSend every invoice and credit note to your own Xero organisation as it is issued, and mark invoices paid here when the payment is recorded in Xero.
- Connect QuickBooks OnlineSend every invoice and credit note to your own QuickBooks Online company as it is issued, and mark invoices paid here when the payment is recorded in QuickBooks.