How to create an invoice by hand
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The written steps below already work. Come back to watch it.
How to create an invoice by hand. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Invoices and press New invoice (or use New invoice).
- Choose the Customer. Choose the Job so the right tax county is used.
- Pick the Type (Sale, Labour, Damage or Manual) and the Invoice date.
- Add lines with Add line: line kind, optional item, description, quantity and price. Lines with no amount are ignored.
- Press Create & send invoice.
Tip
Tax is calculated automatically from the job-site county, the line kind and any valid exemption certificate. A hand-made invoice is issued as Open right away and emailed to the customer; it does not go to Draft. If you see "Add at least one line with an amount", fill in a price. Recurring rent should come from a rental agreement, not from a hand-made invoice.