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Get paid

Create a sales invoice

Bill a customer for what you sold. Mark it completed once it's right, so it counts in your reports.

Before you start: Add the customer and the products you sold. You can also create a product while you fill in the invoice.

Steps

  1. 1Go to Sales › Pending Review and click Create.
  2. 2Pick the Customer. Their billing address and contact fill in for you.
  3. 3Check the Invoice Date, Payment Terms and Due Date.
  4. 4Pick the Branch. Add the customer's PO number as the Reference No. if they gave you one.
  5. 5Under Items, search for each product, enter the quantity and check the price, discount and tax. Click Add another item for more lines.
  6. 6Add Customer Notes to print on the invoice, and attach any supporting files.
  7. 7Click the status next to the title and pick Pending Review or Completed.
  8. 8Click Create Invoice.
Create Sales Invoice form: the status pill next to the title, and the Items table with Add another item
Steps 5 and 7 on the sales invoice form.

Tip: Pending invoices count toward the customer's balance. Mark an invoice Completed once you've checked it, so it shows in your P&L and you can take payments and submit it as an e-invoice.

FAQ

Why can't I edit my invoice?

Completed and cancelled invoices can no longer be edited. Only pending invoices can be changed.

Can I complete many invoices at once?

Yes. In Sales › Pending Review, tick the invoices, then choose Complete selected.

Where does the invoice number come from?

Duitbooks creates it when you save, starting with your Business Code.

Related

Submit an e-invoiceSend a completed sales invoice to LHDN through MyInvois. Duitbooks adds the e-invoice details and QR code to it.Record a payment receivedWhen a customer pays, record the money in and link it to their invoices. Their balance updates for you.Issue a credit noteReduce what a customer owes for returned goods or an invoice mistake, and link it to the original e-invoice.