Help center › Selling and getting paid
Create a cash or on-account invoice
Use Invoices when a customer needs a formal invoice or when you sell on account.
Create the invoice
- Go to Invoices and tap + New Invoice.
- Choose the Customer. A customer is required for an on-account sale.
- Under Payment terms, choose Cash sale (paid now; then pick the payment method) or On account (goes to Accounts Receivable).
- On account, choose the Terms (15, 30, 45, 60 or 90 days, or another date). Diego calculates the Due date.
- Under Products, tap + Add, pick the product and quantity. Repeat for each line.
A new on-account invoice with 30-day terms. - For a tax-exempt customer, check Tax-exempt invoice and enter the certificate number.
- Tap Create Invoice.
Send it or void it
- Open the invoice to Print, email it or send it by WhatsApp.
- To void an invoice with no payments, open it and tap the void button.
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Collect payments from your customersRecord full or partial payments on one or several invoices, with payment method, reference and a receipt for the customer.Set up your business detailsAdd your logo, name, address, EIN, sales tax rate and receipt message so your receipts and invoices show your business details.
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