New invoice

1

Customer & document type

Who is billed, and whether this is an invoice or a paid receipt.

Document type

Invoice (bill later)Receipt (already paid)

Customer*

Linked sale

Optional. Receipts normally link the POS sale they were printed for.

Customer PO number

2

Dates & payment terms

The due date drives overdue reminders and the countdown on the details page.

Issue date*

Payment terms Custom due dateDue on receiptNet 7 daysNet 14 daysNet 30 daysNet 45 days

Due date*

3

Items & amounts

Use "2× Product name, 1× Other product" to get priced lines on the document.

Items or description*

Subtotal (USD)

$

Discount (USD)

$

Tax (USD)

$

Total (USD)*

$

Calculated from subtotal, discount and tax when you fill them in.

Amount received so far (USD)

$

Leave at 0 for an unpaid invoice. A full amount marks it paid.

4

Notes & delivery

Printed at the bottom of the document.

Notes to the customer0/300

Email a copy to the customerSends the PDF to the address on the customer profile when you save.