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.