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Create an invoice

To start a new invoice, go to Sidebar → Invoicing and click New. This opens the Create an invoice screen, which has two cards: the invoice debtor details on the left and the invoice line list on the right.

Step 1 — Fill in the debtor details​

In the left-hand card, complete the invoice header. Required fields are marked with a red asterisk:

  • Invoice flow (if more than one exists) — the flow that controls how this invoice is processed. If only one flow exists, you'll see the invoice Number field instead (filled automatically).
  • Date (required) — the invoice date.
  • Description — a free-text description of the invoice.
  • Debtor (required) — the company being invoiced. Use the picker to choose it. Tick Hide companies without financial information to limit the list to companies that can actually be invoiced.
  • Currency (required) — EUR, USD, GBP, DKK, or NKK.
  • Payment date — when payment is due.
  • Debtor reference — a reference supplied by the debtor (e.g. a PO number).
  • Remarks — internal remarks.

Step 2 — Add invoice lines​

You must set the Date before you can add lines (the app will prompt you if it's missing). In the right-hand card, click the + button to open the invoice-line form and fill in:

  • Description (required)
  • Amount (required) — the unit amount, in the invoice currency.
  • Quantity (required)
  • VAT (required) — pick the VAT code; the Total VAT is then calculated for you (use the refresh button to recalculate).
  • Sort order, Line group, Line type (Regular, Surcharge, or Description) — optional fields for layout and grouping.

Add as many lines as the invoice needs. See Work with invoice lines for editing them in more detail.

Step 3 — Save​

Use the Save invoice button at the top. An invoice must have at least one line before it can be saved. You'll be taken to the new invoice's details screen.

If you're entering several invoices in a row, open the dropdown next to the save button and choose Save and create new invoice — this saves the current invoice and immediately starts a fresh one for the same debtor.