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What to do
1. Choose a customer
Open your business workspace and select an existing customer or add one.
2. Add the goods or services
Enter the items, descriptions, amounts and any applicable tax for the invoice.
3. Check the invoice details
Confirm the invoice number, date, payment terms and total before saving or sharing it.
4. Keep track of what is owing
Use the invoice list to review unpaid and overdue invoices.
5. Record payment when it arrives
Match or record the payment so the customer balance stays accurate.
Good to know: Check your invoices against your business records. Sending and payment options may vary depending on your setup.
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