Invoices
Bill your customers and track what they owe, from draft to paid.
How to use it
Open Invoices from the Sales menu, click New Invoice, pick a customer, add line items (each tied to an item from Products and Services and an optional tax rate), and save. From the invoice's detail page you can edit it, email it to the customer via the send dialog, or record a payment against it.
Configuration
Requires at least one customer (see Customers) and, for tax-inclusive line items, at least one configured tax rate (see Sales Tax Rates). Payment terms come from Payment Terms.
Details
| Menu location | Sales menu, Invoices. |
| Who uses it | Business owners and bookkeepers who sell on credit terms |
| Prerequisites | Customers, Products and Services, Sales Tax Rates |
Related pages
See which plan includes Invoices on pricing, or how Count My Bucks compares to QuickBooks.