Invoice
Bill a client for a job, with positions, VAT, payment terms, and your bank details.
An invoice bills a client for the work. It is built from the job's positions and their prices, and it carries your VAT, payment terms, and bank details so the client knows what to pay and how.
On the form
| Field | What it does |
|---|---|
| Invoice date | The date on the invoice. Starts at today. |
| Payment due date | When payment is due. Starts at today plus the payment days from your financial settings. |
| VAT rate | The rate applied to the total. Starts from your financial settings. |
| Positions | A checklist of the job's positions. Tick the ones to bill; a filter box helps you find them. |
On the document
The invoice lists the positions you picked with their prices, then a subtotal, the VAT, and the grand total. Your bank account, payment due date, and the invoice footer note from your financial settings are printed so the client can pay.
An invoice takes a number as soon as you generate it
Invoice numbers run in sequence and are never reused. If you generate one by mistake, void it rather than expecting the number to come back.