InformerOnline

After delivering your product or service, it’s time to create and send an invoice.

To create a sales invoice, follow the steps below:

Navigate to Sales in the left-hand menu;

Choose <a href="https://app.informer.eu/invoices/sales/" rel="nofollow noopener noreferrer" target="_blank">Sales invoices</a> and click New;

1. Customer: Select the customer to whom the product or service was delivered;
 - If the customer doesn’t exist yet, click New to add them;

1. Contact person: If needed, enter a specific contact person;
2. Reference: Add a reference if necessary;
3. Date: Enter the date when the product or service was delivered;
4. VAT: Choose whether to calculate VAT as Exclusive (added on top of prices) or Inclusive (already included in prices);

1. Enter the Quantity, Description, and Price for each product or service;
2. If you have predefined products, you can select them from your Product List.
3. Discount: If applicable, enter a discount;
4. VAT Rate: Select the correct VAT rate for your product or service. If predefined, this will already be filled in;
5. General Ledger Account: Based on the VAT rate, choose the corresponding sales revenue account;

You can add more lines using New Line or add an information-only line with New Information Line;

1. Comments: Add any additional details or comments if needed;
2. Footer: The footer, which includes payment instructions, is set according to the selected payment condition;
 1. The tags in the footer will automatically populate with the relevant invoice details when the invoice is sent;

1. Use Extra Settings for more advanced options;
 1. Attachments: Add attachments (e.g., time logs, supporting documents) if required;
 2. Currency: If dealing with multiple currencies, adjust the currency of the invoice here;
 3. Template: If you have multiple templates, select the desired one for this invoice;

To finalize and assign an invoice number, you need to send the invoice. This action will also record it in your accounting system. ​

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1. Navigate to Sales in the left-hand menu;
2. Choose <a href="https://app.informer.eu/invoices/sales/" rel="nofollow noopener noreferrer" target="_blank">Sales invoices</a> and click New;
3. Enter the invoice details;
 1. Customer: Select the customer to whom the product or service was delivered;
 - If the customer doesn’t exist yet, click New to add them;
 1. Contact person: If needed, enter a specific contact person;
 2. Reference: Add a reference if necessary;
 3. Date: Enter the date when the product or service was delivered;
 4. VAT: Choose whether to calculate VAT as Exclusive (added on top of prices) or Inclusive (already included in prices);
4. Set Invoice Lines:
 1. Enter the Quantity, Description, and Price for each product or service;
 2. If you have predefined products, you can select them from your Product List.
 3. Discount: If applicable, enter a discount;
 4. VAT Rate: Select the correct VAT rate for your product or service. If predefined, this will already be filled in;
 5. General Ledger Account: Based on the VAT rate, choose the corresponding sales revenue account;
5. You can add more lines using New Line or add an information-only line with New Information Line;
6. Additional Information:
 1. Comments: Add any additional details or comments if needed;
 2. Footer: The footer, which includes payment instructions, is set according to the selected payment condition;
 1. The tags in the footer will automatically populate with the relevant invoice details when the invoice is sent;
7. Advanced Settings:
 1. Use Extra Settings for more advanced options;
 1. Attachments: Add attachments (e.g., time logs, supporting documents) if required;
 2. Currency: If dealing with multiple currencies, adjust the currency of the invoice here;
 3. Template: If you have multiple templates, select the desired one for this invoice;
8. Click Save to create the invoice;
9. To finalize and assign an invoice number, you need to send the invoice. This action will also record it in your accounting system. ​
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For sending the invoice via email, you can follow the help guide titled <a href="https://helpdesk.informer.eu/en/articles/6731840">How can I send an Invoice via e-mail?</a>

Create an invoice