Create invoices, estimates, purchases, and payments
Create billing documents, review totals and tax, preview PDF, finalize/share, and record payment correctly.
How to use this
Choose document type
Select invoice, estimate, purchase, credit note, or supported document type.
Select party
Choose customer or supplier before adding lines.
Add lines and tax
Add item/service, quantity, rate, discount, and tax.
Preview PDF
Preview before finalizing or sharing.
Finalize and share
Finalize only when details are correct.
Record payment
Record payment against the document when money is actually received/paid.
Guided walkthrough
Create invoice walkthrough
Open app to use guided helpDetailed guide
Draft first
Use draft while checking party, lines, tax, terms, and stock effect.
Add document lines
Select item/service, quantity, rate, discount, tax, and notes. Review subtotal, tax, rounding, grand total, and due date.
Preview before finalizing
PDF preview should show legal identity, letterhead, item table, tax, totals, payment details, and footer without clipping.
Record payment correctly
Record payment only after actual payment and connect to source if the app supports accounting posting.
Before you finish, check this
- Correct party selected.
- Document number/date are correct.
- Tax/totals match expectation.
- Inventory effect is expected if linked.
- Payment status is accurate.
Common mistakes to avoid
- Finalizing too early.
- Forgetting document settings/letterhead.
- Recording payment before money moves.
- Creating stock movement unintentionally.
Related articles
Open this in the app
Open MyAccountBooks and go to the page shown in this guide. If the page has a Guide Me button, tap it for an in-app step-by-step walkthrough.
App route: /billing
Tags and coverage
Group: Billing. This article is public help and does not access account data.