This guide describes how to create an issued invoice in the web application: from opening the module, through filling in the header and line items, to saving.

You can open the Issued Invoices module in one of two ways:

In the list of issued invoices, click the New button in the top right corner.

A new invoice form opens with the Invoice type, Issued, Due date, and Taxable supply date fields already filled in. Check that the correct invoice type is selected.

In the Company field, start typing the customer's name or company ID and select it from the list. The address is filled in from the address book, and an overview of the company with its contacts, receivables, and invoicing appears on the right.

In the form, you also fill in the payment method, posting template, Cost center, project, activity, and currency. If you don't see a field on the invoice, such as Cost center, you can display it in the form settings.

Below the invoice header, the More options section contains tabs with additional fields:

Below the form, you fill in the individual invoice lines. Add a line with the New button. The other buttons below the table let you copy or cancel a line, import items from Excel, scan them with a barcode reader, or change them in bulk. Below the items, you can attach files to the invoice and see a summary of the amounts.

Save the invoice with the Save and close button. For more saving options, click the arrow next to it, where you can choose Save and close, Save and new, Save and copy, or Save and send.

If you want to return to the invoice list without saving, click Close. The application asks whether you want to discard your changes: click Discard changes to close the invoice without creating it, or click Back to return to it.