DESKTOP EDITION CLOUD EDITION SERVER EDITION THEMES GUIDES FORUM
Guides

Issue your first invoice to a customer

You have just started your new business and completed your first job or sold your first merchandise. Now you want to be paid, but your customer has requested an invoice from you. What is that? It is basically a list of goods sent or services provided, indicating the amount due for these. You might think of it as a bill. For accounting purposes, many customers won’t pay until a sales invoice is presented.

So let’s say you are running a computer repair business. Before you can starting issuing invoices to customers, you need to set yourself up as a business in Manager.

Create a business

In the Businesses tab, click Add Business and select Create New Business:

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Enter your business name and click Add Business:

Your business will be created, but it will look nearly empty, with only a few tabs showing at the left:

Customizing left navigation

Since every business is different, all but those four modules will be disabled by default. To issue a sales invoice to a customer, you will need to enable the Customers and Sales Invoices tabs.

Click Customize below the left navigation pane and enable these two tabs:

Be sure to click Update at the bottom to save your choices:

Now you are getting somewhere. Your left navigation pane will contain two new tabs, Customers and Sales Invoices:

Adding a customer

Before you can issue your first invoice, you must add at least one customer. Click on theCustomers tab, then click New Customer:

Enter the customer’s details:

Click Create. Your customer is now saved and can be seen in the list of customers:

Now you are ready to issue an invoice to this customer.

Issuing an invoice

In the Sales Invoices tab, click New Sales Invoice:

A sales invoice form will open, where you need to fill in at least three fields:

Click Create to save the invoice. You will be instantly taken to a preview of your invoice.

Notes

  • Unit price doesn’t show because you didn’t enter any Qty. Manager will always try to make the invoice as simple as possible. If you are not using the Qty field, Manager won’t show Qty and Unit price columns on the invoice. It will show only the Amount column.
  • By default, your business address will be fictional. You should click on Settings, then Business Details to provide your real business address so it will be shown on the invoice.
  • If you are charging tax, such as GST, VAT, sales tax, or similar, go to the Settings tab, then Tax Codes, and create relevant tax codes. Then Edit this invoice to select the right tax code.
  • If you want to show payment information on the invoice, you can put it into the Notes field when editing the invoice.
  • If you would like to show your business logo, go to Settings, then Business Logo.

To change the overall look of your invoice, read about themes, which allow you to vary the appearance of your invoice and other forms.

After providing your real business address, applying tax codes, and changing the theme, your invoice could look like this:

Then use the Email button to email the invoice to your customer or use the PDF button to generate a PDF image to be saved or printed.

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