You must save fully before you can send it to a customer. Great if you're not finished yet and want to amend it later.
#Genorate a quick invoice update
Save as Draft - this just saves the invoice but doesn't update your customer accounts or ledger accounts. Use the cross in the top right of the preview to return to the invoice.
#Genorate a quick invoice pdf
This opens a preview of the PDF that's sent to your customer. Just select the P review option on the bottom left of the invoice. Want to check what the invoice looks like before sending it. If you want to attach a file such as a sales brochure, image or supporting documentation, select Attachment and then Upload files and then browse to the file. That way, your customer has them to hand when they are ready to pay you. Tip: Use the Notes to add your business's bank details. These are printed on the invoice you send to your customer. Optionally, add Notes and Terms and Conditions to your invoice. Repeat on a new line for as many items as you need to add to your invoice. On the first invoice line, enter a description. You only need their name and address for now, and you can fill the rest in later. If this customer is not one of your saved contacts, create a record for them by selecting Add a customer.
Select a customer from the list, or type the customer's name. Go to Sales, Sales Invoices, and select New Invoice.
For example, add a business logo, or change the template and colour of the documents you send.Ĭhange what's shown on invoices and other documents If you want to customise the appearance of your invoices, credit notes, or other documents, now is a great time to do it. Unlike with Word template invoices, where you have to type everything out by hand every single time, our invoice maker app saves all the information you previously entered. Choose from over 100 invoices templates designed by professionals for your business. This saves you time when creating your invoices and credit notes, as the customers, products and services you use often are available to select from a list. Use our free invoice maker to create PDF invoices in seconds. It is helpful if you set up records for your customers, and create your products and services if you use them. You'll have entered your business address when you completed the Quick Start Wizard, but it's good to take a moment to check your other business and financial settings now. You need to enter your business details and VAT settings before your create your first invoice or credit note. Before sending your first invoice or credit note
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