Create an invoice or receipt
Before you start, have the customer details, date, description of the work or products, and amounts ready. Available document types depend on your business settings.
Choose the screen you use for SmartBill:
- Choose Create invoice / receipt. If this is your first time, complete the document setup shown.
- Choose a document type and customer, then fill in the date, items, and amounts.
- If the document includes a payment, enter how it was paid and the amount received.
- Check the preview. Confirm creation only after checking the details.
- Tap the add button and choose to create an invoice or receipt.
- Follow the steps for document type, customer, items or description, amount, and date.
- Enter payment details when requested and email recipients if needed.
- Review the approval screen before creating, then wait for the success screen.
If you did not see confirmation, first look for the document in the income list before trying again. If you are unsure which document type to choose, check with your accountant.