Help CenterClockWork

Create an invoice

Raise an invoice for a customer and print or save it as a PDF.

Open ClockWork

Before you start

Steps

  1. Click Quick create (the + at the top), then New invoice.
  2. Choose the Customer, then set the Invoice date and Due date.
  3. Add the lines, or type the Total. Choose the Revenue account.
  4. Leave Status on Draft while you work, or set Sent when it goes out.
  5. Click Save.
  6. To print it or save a PDF, open Finance & Ledger, click the Receivables tab, click the invoice and click Print.

Good to know

  • To bill the same amount every month, open the invoice and click Repeat this invoice.
  • To reverse part or all of it, open it and click Credit note.

Related articles

Record a payment against an invoice or bill Mark an invoice as paid, or a bill as settled, in full or in part. ClockWork Add a customer or supplier Create the account that invoices, bills, quotes and deals belong to. ClockWork

Still stuck?

Tell us which step stopped you and what you saw on screen. We answer from Support.