Create an invoice

1. Hover over the ‘Trading’ tab in the menu bar.
2. Click ‘Invoices’ when the tab drops down.
3. Click ‘Create Invoice’.
4. Complete all invoice details, including all mandatory fields marked with a *.

• Click 'Save' to update these details and return to them later.
• To post the invoice to the accounts, click ‘Post’.
• To post the invoice and email it to the agency, click ‘Post and Email’.
• To update these details and email them to the agency, click ‘Save and Email’.

Please note: The email options will only be available if an ‘Invoicing email’ is set within the agency’s details.