Create an invoice

An invoice starts as a draft, so you can build it up before anything reaches your books.

Create the invoice

1. Go to Money In, then choose Invoices.
2. Choose New Invoice.
3. Pick a Contact, or choose Add a new contact to create one first.
4. Check the Invoice reference. It is auto-numbered from your invoice sequence, and you can change it.
5. Set the Invoice date and Payment terms in days. Set the terms to zero to display 'Due on Receipt' on the invoice.
6. Pick a Currency if you are not invoicing in pounds - see Invoice in a foreign currency.
7. Choose Create invoice.

Kontala opens the new invoice so you can add line items.

Add line items

1. Choose Add invoice item.
2. To bill for something in your catalogue, pick an Item to fill the line from Products & Services. Every field stays editable. For a one-off line, just type the Details.
3. Enter the Quantity and Unit price. Enter discounts and credits as a negative unit price.
4. Choose the VAT rate for the line. Each line carries its own rate, and the invoice shows the rate against every line.
5. Choose Create and finish, or Create and add another to keep going.

Kontala calculates the net total, VAT, and invoice total for you.

Mark it as sent

When the invoice is ready, choose Mark as Sent on the progress bar at the top. This issues the invoice: it is recorded in your books, editing locks, and any lines linked to tracked stock items reduce your stock.

Started from a quote instead? See Convert an estimate to an invoice. Next: Send an invoice.