Save your invoice

Once you're happy with the details you've entered for your invoice, you can save it, then email or print it.

What happens when I save my invoice?

  • The invoice is created and displayed on your screen.

  • The invoice uses the next invoice number in sequence. For example, if the last invoice you saved was number 1001, the next one you save becomes number 1002, and so on.

  • The timeline on the invoice is created:
    Image showing the invoice timeline, with Created, Sent, Viewed and Paid options. The Created option is green, indicating that the invoice has been created. The remaining options are grey.
    We update this when you email the invoice to your customer, your customer opens the invoice, and when the invoice is paid.

  • The invoice appears in your Sales Invoices list.

  • The customer's activity and balance due are updated.

  • Your categories are updated. This includes your

    • Trade Debtors - this shows how much you're owed overall by all of your customers

    • Sales - this show the net value of sales for you selected on the invoice.

    • VAT on Sales - if you're VAT registered and the invoice included VAT, the amoun of VAT due on all sales invoices.

  • Payment options become available on the invoice.

  • You can print or email the invoice to send it to your customer.

Related content

Recurring sales invoices