Creating Invoices

Create invoices from Documents with the document type set to Invoice.

Basic Flow

1. Open Documents
2. Keep or switch the type to Invoice
3. Select New to open the invoice form
4. Choose the partner and complete the invoice details
5. Add items, taxes, dates, and payment information
6. Save the draft or continue to preview, export, or send

Before You Save

• confirm the correct partner is selected
• review issue and due dates
• check quantities, prices, discounts, and taxes
• verify payment status and payment method fields when needed

Typical Next Actions

• save as draft for later review
• open the detail page for follow-up actions
• export the invoice to PDF
• register or review payments

Related Pages

• Invoices
• Invoice Options
• Managing Payments