How to create an invoice

Go365 makes creating and sending invoices to your customer easy.

1. Click Sales in the left navigation of your screen
2. Click on Invoice.
3. Click Create an invoice.
4. Under Create an Invoice, you can do the following:
   1. Enter an Invoice number. The next invoice number will generate for your convenience or you can type in a number of your choice as long as it has not been used for another invoice.
   2. Select a Customer by clicking on Add or Select Customer. Either select the Customer from the drop down or search the Customer name.
   3. Choose a Date for the invoice, a Due Date for payment, and add a P.O./S.O. .
5. Add/edit the Subheading, Invoice Title and Business Information by expanding the header - Business address and contact details, title, and summary.
6. Add/edit the Footer information by expanding the Footer section at the bottom of the page. If you have already set these when you customised your invoices in the company setup, they will appear automatically.
7. Click Add an Item to add the product or service you are invoicing for and select it from the drop-down menu or by searching the item name. You can edit the details of the items if required.
8. Select a Currency from the drop-down menu. The default currency is set base on your Company's default currency.
9. Click Save an Invoice to convert invoice to a Draft or click Preview to view invoice before saving.
10. Click Approve Draft to confirm the invoice.
11. You may now click Send to email the invoice to your customer or click More actions and select Print to download a PDF of the invoice.
12. The invoice will now appear on your Invoice page.