Send your first invoice and get paid

Make an invoice, approve it, email it to your customer and record the payment when it lands.

A draft can change. Approving puts it in your books and lets you send it. Recording the money coming in marks it paid.

How do I make an invoice?

Open SalesInvoices and start a New invoice.
Choose the Customer, or type a new name to add them.
Add your lines. Amounts are says whether prices include GST. If you use tracking categories, pick an option under each line.
Under How the customer can pay, choose Add how they pay.
Choose Approve.

Why it asks how they'll pay

An invoice can't be approved without at least one way to pay it: bank transfer, PayID, BPAY or your own instructions.

Leave Due date blank to use the customer's payment terms.

No permission to approve? You'll see Submit for approval, and the owner approves it.

Open the approved invoice, choose Email, add a note if you like, and Send. They get the PDF and a link to view it online.

Open the invoice, choose Record payment, and pick the account it was Paid into. Part payments are fine.

Matching the payment in your bank statement does the same job.

Card payments Coming soon are set up in SettingsPayment methods.

10 invoices and quotes a month. Repeating invoices don't count, and the Pro plan has no limit.

Add your bank account, import a statement from your internet banking and match every line to your books.

Take a photo of a receipt or bill and let Billbook read it into a draft bill you check and approve.