Click Add invoice at the top right.
Customer
A customer is a required field for an invoice. You can either select an existing customer, or create a customer directly from within the invoice view.
The address will automatically be pre-filled if the customer has an address attached.
When you've created a customer a new Dropdown will open where you can update important details. You can update all other information later within the customers view.
When you're searching for an existing customer, you can also open the customer in a new tab when clicking on the external link icon next to the customer name.
For the quick edit to update the most important customer details, you can click the edit link.
Invoice Number
The invoice number is automatically calculated based on the number sequences. Since this is an on-going number, you can't edit this number.
If you want to edit the format of the number, you have to adjust the invoice number sequence.
Recurring Invoice
Click the Dropdown Icon next to the Add invoice button
Click Add repeating invoice
Creating a Reverse Charge Invoice
In case you want to create an invoice to a B2B customer within another EU country, you need to select the correct VAT rate for your line items within your invoice.
For invoices we have two different EU Reverse Charge tax rates
Zero Rated EU Goods Income | Use this tax rule if you're selling physical goods into another EU country |
Zero Rated EU Services | Use this tax rule if you're selling services. For example consulting or developing services. |
Customer VAT ID
It's important to note that if you're creating an invoice to a B2B customer within another EU country both merchants need to have a valid and active VAT ID at the time of the invoice creation.