Creating an invoice
Start from Invoicing › Add new invoice. A draft invoice is created immediately and the editor opens — the toast reminds you that it stays in draft mode until you send it. The invoice number, the Finnish reference number (viitenumero), the virtual barcode and the online-payment QR code are all generated for you automatically.
The header
- Your info — the payee block (your company details) as it will print on the invoice; editable inline.
- Customer details — either Select from existing customers or Add new customer without leaving the invoice.
- Dates and numbers — invoice date, due date, delivery date, order number, customer number; the invoice number itself is fixed.
- Interest, payment period, reminder fees — the payment period (in days) is calculated from the dates; late-payment interest and reminder fee amounts can be edited.
- Notes — a customer note panel (with copy buttons) and a free-text invoice note that prints on the document.
The toolbar
| Button | Purpose |
|---|---|
| Available payment methods | Which payment channels are offered on the invoice. |
| Transactions | Payments received so far (see below). |
| Credit Notes | Linked credit notes / refunds. |
| Sent log | When and how the invoice has been sent. |
| Make Recurring | Turn this invoice into a recurring profile. |
| Currency picker | Invoice in a foreign currency. |
| VAT inclusive / exclusive | Whether the line prices you type include VAT. |
| Open product search panel | The side panel for adding products. |
| Sales price by net margin | Enter a target margin % and prices are suggested from it. |
| Ignore customer pricing | Skip the customer's special prices for this invoice. |
Adding lines
Four ways to add a line:
- the product autocomplete ("Add an invoice line"),
- Search by barcode — made for a handheld scanner,
- Search by reference — type the product reference and hit Enter,
- Add a line text — a free-text/heading row (no product).
Each line has a description (click to edit, with an optional per-line note), quantity, unit price (net or gross, following the VAT toggle), discount %, VAT % and totals — all recalculated live. Lines can be reordered by dragging and deleted individually. Campaign lines (e.g. Buy-X-Get-X free units) are added automatically under their parent lines.
When a scanned product has several price rows, the system picks the row by fixed rules — see How the price row is chosen and Discount priorities.
Totals and footer
The subtotal block shows the net total, VAT per rate, and the gross total. The footer shows the payment information that will print: recipient, IBAN and BIC, reference number, due date, the amount to pay, the virtual barcode, and the QR code link for online payment.
Saving and finishing
- Update saves the invoice as it stands — a draft stays a draft.
- To issue the invoice, send it (see Sending invoices & reminders) or click the status badge and set its status (see Payments & invoice statuses).
- Payments can be recorded at any time — including advance payments while the invoice is still a draft; they are recognized automatically.
From an order
If the sale started as a customer order, you don't have to retype it: use Convert to invoice on the order — see Order statuses, delivery notes & invoicing.