Before actually billing your customers, you can draft invoices, by going to Invoicing > Draft Invoices.
2. Start by entering the basic invoice information:
- Choose the Location of the customer you want to invoice.
- Choose the Customer account.
- Add a short Description under the Invoice text field.
- Choose a Due Date.
2. Add Charges
- Start by entering a Billing Period.
- Search for the Product for which you want to invoice the customer.
- Add a Reference - This can be any reference information that you deem important for this particular charge. References are primarily related to billing dates or periods.
- Enter a Quantity - The default value is “1”.
- Make sure that the List Price is correct. The list price is without tax (which will be added as soon as you select a tax in the next field). The total charge will sum up the list price and tax amount.
- Check that the Discount is correct (if there was any).
- Check the Discounted Price.
- Check the type of Tax.
- Ensure that the Total Price is correct.
- Use the Add a new line button and follow the same steps to create a new line within the invoice.
- Be sure to Save when you are ready.
The Draft Invoices section also includes the invoices that have been generated after a bill run. All drafts need to be approved before they are billed and sent to customers. Here is how to issue invoices.