1. From the top navigation bar, click on “NEW”

2. Select a customer to whom you want to send the invoice by typing the name in the field “select a customer” and then choosing the name from the populated list. If it's a new customer, click on the “+” icon. You can add a new customer. Note: If you want to create and send invoices by email, don't forget to add a valid email address.

3. Set up the invoice details correctly. You can do this by clicking on the separate screen on the right. In the “invoice language” field, specify in which language you want to display the default texts on the invoice, such as invoice number, invoice date, etc. Note that this setting is for the language on the invoice itself, not for the system language for you as a user. You can adjust the system language under Settings → General.

4. Add invoice items, by clicking on the + icon, in the main part of the screen and then manually typing the details in each field. If you want to apply a discount to the invoice, you have two options:
  • You can enter a percentage in the field labeled “discount on the entire invoice of”. In this case, the system will automatically calculate the discount based on the total invoice amount and display it at the bottom of the invoice.
  • You can manually enter invoice lines that reflect the discount. To do this, enter the amount in the field under “price” as a negative value, preceded by a minus (-) sign.
If you are creating a credit invoice, make sure to enter all amounts as negative values. This includes using the minus (-) sign before the amount. Under “revenue group,” you can assign the revenue to a specific category. This is useful if you want to track which channels your revenue is coming from in reports. The revenue group is for your own internal use and is not printed on the invoice.
If you want to add revenue groups, go to Settings → General Settings → Revenue Groups. Using the icons under “controls,” you can add or remove invoice lines, as well as change the order of existing invoice lines. To do this, click on the “arrow” icon and hold down your mouse. You can then move and rearrange the lines.

5. Is the invoice to your satisfaction? Then you can finalize the invoice by clicking on the green button “Finish” in the lower right corner of “Invoice details”. Once you click on Finish, a pop-up will appear, prompting you to either Download or Email it. Clicking on Download will save that invoice to your device in a PDF form, while choosing the Email option will email that invoice directly to the customer.