Create and send an invoice

Steps

1. 1Go to Sales › Invoices and click New invoice.
2. 2Select or add the customer. A name and email address are required.
3. 3Choose the payment term and add lines from your products or as a custom line.
4. 4Under Create as, choose a draft, an invoice paid by bank transfer, an invoice with online payment, or a quote.
5. 5Check the PDF and send it. The email goes out from your own email address.
6. 6When the money arrives, click Mark paid and choose how it was paid. Online payments are marked as paid automatically.

Good to know

• To send email, set up your mail server (SMTP) under Settings › Email.
• Online payment needs a Pay.nl connection for payment links (see Connect Pay.nl).
• Is a bank transfer invoice overdue? Use Send payment reminder in the invoice list.