Issue an invoice

Issuing turns a draft into a real invoice. It gets the next invoice number, and from then on it can't be changed.

Steps

1. Open Invoicing and choose the draft.
2. Check the lines, the customer and the totals carefully. If you change anything, choose Save draft.
3. Choose the three dots on the draft's row, then Issue.
4. Read the Issue this invoice? message and choose Issue invoice.

Good to know

• You can also choose Generate invoice while the draft is open. It saves your changes and issues the invoice straight away, without asking first.
• Issuing can't be undone. If you find a mistake afterwards, replace the invoice.
• Invoice numbers run in order and are given out when you issue, so drafts don't use up numbers.
• You can't issue an invoice until your garage's address has Address line 1 and Postcode filled in. If issuing fails, your draft is kept. Fix the problem and try again.
• The status changes from Draft to Issued, and then to Paid once you mark it as paid.

Related

• Replace an issued invoice
• Mark an invoice as paid
• Email an invoice to a customer
• Set your garage's address