Getting started 6: Your first invoice

1. Choose Create, then Invoice (Cmd N on a Mac, Ctrl N on Windows).
2. Choose the customer. Add the customer first if they are not listed.
3. Enter the date, the lines, the amounts and the tax rate for each line.
4. Save as a draft to keep working. Drafts are not counted in the books.
5. Issue the invoice when it is final. This gives it a number and posts it to the books.
6. Send it to your customer as a PDF.
7. When the money arrives, open the invoice and record a payment, or match a bank line to it.

Made a mistake? Void the invoice with a reason. It stays in the history, because corrections never erase.

Next: Getting started 7, Receipts.