To create an outgoing invoice, you first need to open the Outgoing Invoices agenda. This can be done in one of two ways:
by opening the agenda from the main toolbar
by opening the launchpad of all agendas
Once the outgoing invoices overview is open, click the New button in the top right corner.
A new invoice creation form will open with the Document Type, Issue Date, Due Date, and Tax Fulfillment Date fields pre-filled.
In the additional options, you will find 7 categories and a number of other fields:
Price summary
Contact
Texts: introductory and closing text
Accounting: posting date, VAT country, debit account, credit account, payment status, and VAT line options
Symbols: variable symbol, constant symbol, specific symbol
Other: responsible person, email status, incoming number
All together
If you need to fill in a cost center but the field is not visible on the invoice, you need to enable cost centers in the settings. How to do this is described in a separate article.
Below the header and supplementary information form, you can fill in individual invoice lines, add or remove lines, and attach files.
To save, simply click the Save button. For more saving options, click the arrow next to the main button — here you can choose between Save, Save and New, Save and Send, and Save and Copy.
If you want to return to the Invoices agenda, click Close. You will be given the option to either close the newly created invoice without saving it or to go back to it.
