Invoices
How do I create and track an invoice?
BusinessPro
Quick answer
Open Invoices, create the customer invoice and check the customer, dates, line items and payment details before sending it. Record the payment when it arrives so the invoice status and dashboard stay up to date.
Step by step
- Open Invoices and create a new customer invoice.
- Check the customer, dates, line items, totals and payment details.
- Review the finished invoice before sending it.
- Record the payment when it arrives so the invoice status remains up to date.
Before you finish
Button names can vary slightly by installed version. If something looks different, check the version shown in Sumvra before making a change.
Still need help?
Open Messages & Support inside Sumvra and tell us which screen you are using. Include the guide title above so we can help you more quickly. Please do not include passwords, authenticator codes, full bank details or tax references.