Create and send an invoice

Step 1: In the left menu, click “Money” to open the group.

Opens“Search”, “Invoices”, “Estimates”, “Quotes”, “Expenses”, “Bills” and more.

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Step 2: Click “Invoices”.

OpensThe “Invoices” page, with every invoice and its status.

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Step 3: At the top right, click “Create Invoice”.

OpensThe “Create Invoice” page.

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Step 4: In “Client” (marker 1), type the client's name and pick them from the list (contacts and companies both show). Check “Client Email” (marker 2): the invoice goes there.

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Step 5: “Due Date” (marker 1) starts 30 days out; change it, or pick “Payment Terms” (marker 2) such as “Net 15”. Leave “Invoice Number” blank and it fills in by itself.

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Step 6: Under “Line Items”, fill in the first line: what you did, the quantity and the price (marker 1). Click “Add Line” (marker 2) for each further item.

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Step 7: Set “Tax Rate (%)” (marker 1) if you charge tax. The client's “Job # / PO Number” and “Notes” are optional.

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Step 8: Not ready to send? Click “Save as Draft” instead; it stays a draft until you open it and click “Send”.

OpensThe invoice, saved as a draft. A draft does not touch your books.

Step 9: Click “Save & Send”.

OpensNothing to open: SkySuite emails the invoice to your client and posts it to your books. Its status reads “sent”, then “viewed” once the client opens it.

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