To add a payment due date, tap the Payment due box, and select from the list of options e.g. Choose an invoice date by tapping the Invoice date box and selecting the date on the calendar. Tap the Customer field and select a customer from the list. Tap the field at the top to change the invoice title, invoice #, add a P.O./S.O. Open Invoices from the bottom menu and tap the + button at the top right of your screen. Or, click on the invoice to open it, and click the Send invoice button. When you’re ready to send it to your customer, navigate to Sales & Payments > Invoices, and click the Send button to the right of the invoice. Once you’ve created an invoice, you can choose to skip sending it right away. The invoice will now appear on your Invoices page. Approving the draft will allow you to send the invoice. Click Approve Draft once you are satisfied with the invoice. Click Save and continue, or click Preview to preview the invoice before saving.Ĭlicking Save and continue will save the invoice as a draft, but will not make any changes to your accounting. To set a default currency for a customer, head to Sales & Payments > Customers. If you are invoicing in a currency different to the one you have set as default for the customer, click the Currency field and select a currency from the drop-down menu. To add a discount to your invoice, click Add discount below the Subtotal field. If you entered a price when you created this product, the Price field will be automatically filled, but this can be changed here. To create a new product or service, click Create a new item at the bottom of the drop-down menu.įill in the following fields: Description (optional), Quantity, Price, and Tax. 
You can type in the item name to search for it. If you already have saved items, select them from the drop-down menu. Click Add an Item to add the product or service you are invoicing for.Add or edit the footer information by expanding the Footer section at the bottom of the page.To save a default subheading or note, customize your invoices. Or, include it in the Notes section of the invoice. To add a DBA on an invoice, enter it in the subheading field, below the title. Add optional notes or terms of service under Notes / Terms at the bottom of the invoice.Any change you make will also apply to all past invoices. If you choose to edit your business information here, the changes will apply to your business profile, and be saved under Manage your Profile > Businesses. Add or edit the invoice title, subheading, and your business information by clicking on the header to expand it.
Choose a date for the invoice, a due date for payment, and optionally enter a P.O.Select a customer from the list, or click Create a new customer at the bottom of the drop-down menu. You have the option to type in a number of your choice as long as it has not been used for another invoice. On the invoice, you can do the following:įor following invoices, the invoice number will automatically generate, in sequence.On the left navigation menu, click Sales & Payments > Invoices.Create an invoice in the Wave mobile app Create an invoice in your web browser
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