Invoicing

Create and send sales invoices, record payments, raise credit notes, and invoice customers in foreign currencies.

Invoices and credit notes live under Money In. This section covers creating and sending invoices, recording payments as they arrive, raising credit notes, and invoicing in currencies other than pounds.

Creating invoices

Create an invoice

Create an invoice, add line items, and issue it

Edit or delete an invoice

Change, reopen, or delete an invoice

Sending invoices

Send an invoice

Download the PDF or email it to your customer

Invoice statuses

What Draft, Open, Overdue, Paid, and the other statuses mean

Getting paid

Record an invoice payment

Match a bank payment to an invoice

Credit notes

Create a credit note

Raise a credit note and send it to your customer

Apply or refund a credit note

Set a credit note against an invoice or refund it in cash

Foreign currencies

Invoice in a foreign currency

Invoice in another currency and track the exchange difference