Create invoices, quotes and credit notes

Step by step

1. 1

   Choose the document type

   Use a quote before work is agreed, an invoice when payment is due, or a credit note to reduce an issued invoice.

2. 2

   Add the customer and dates

   Select a saved customer or enter the details needed on the document, then set the issue and due dates.

3. 3

   Add products or services

   Use saved items or enter a clear description, quantity, unit price and applicable tax.

4. 4

   Review and share

   Save the document and check its PDF. For a quote, review the recipient and choose whether the linked invoice should be emailed automatically after acceptance before you send it.