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Create and send an invoice

Under a minute

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1

Press New invoice on your home screen or on Invoices. No quote for this job? This is where you start.

A new, empty invoice
2

Choose the customer and add what you are charging for. Your banking details print on it automatically, with the invoice number as the payment reference.

An invoice with a customer and one line added
3

Press Issue this invoice, then send it the same way as a quote. Once issued the amounts cannot be edited, which is what SARS expects.

The issued invoice, ready to send on WhatsApp or by email

Already have a quote for this job? Open it and press Turn into invoice instead. Nothing is retyped.