Create a standalone invoice through the customer page

Use Menu > Sales > Customers to create a standalone invoice with the selected customer supplied on the new form when no sales order applies. Add or create the invoice items, review dates, amounts, tax, and customer details, and then submit the invoice or save it as a draft.

Before you begin

You need an existing customer because this procedure starts from the customer page. If needed, create the customer first. You can create an item from the invoice form.

To create a standalone invoice through the customer page

  1. Open Menu.

  2. Under Sales, select Customers.

  3. On the Customers list page, select the customer for whom you want to create the invoice.

  4. From the More actions list, select Create invoice.

  5. Review or change the Date, Due date, and Terms.

  6. In Items, select Add item. In the Item field, select an existing item or select Create new item and complete the item drawer. Enter the quantity, rate, and other applicable line details.

  7. Review the invoice totals and tax information.

  8. Select Submit or Save as draft.

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