{"schema":"exacc.help.page/1","url":"https://exacc.au/help/create-invoice/","title":"Create and send an invoice","description":"Create a tax invoice in Exacc, post it, and email it to your customer with a PDF and an optional pay-now link. On the web or the mobile app.","category":"Invoicing & Payments","summary":"Open **Business › Sales › Invoice**, pick the customer, add your lines, set payment terms and the sales person, then click **Save & Post**. On the invoice summary that opens, click **Send As E-Mail**: your customer gets the invoice as a PDF, with a **Pay now with Stripe** link if Stripe is connected.","lastVerified":"2026-09-29","apps":["app","mobile"],"processIds":["create_invoice","send_invoice"],"start":{"label":"Start a new invoice","url":"https://app.exacc.au/{dbId}/sales/invoice-form/new"},"menuPath":["Business","Sales","Invoice"],"before":["The customer as a contact in Exacc. You can also add one from the invoice with **New Customer**.","For emailing: the customer's email address on their contact, and your business name and email in the file's **Business Details**.","For a pay-now link: Stripe connected to the business file."],"steps":[{"step":1,"title":"Open a new invoice","body":["In the top menu choose **Business**, then under **Sales** click **Invoice**. The **New Tax Invoice** page opens. You can also start from **Manage Invoices** with the **New Invoice** button."],"url":"https://app.exacc.au/{dbId}/sales/invoice-form/new","image":"https://exacc.au/help/create-invoice/step-1.png"},{"step":2,"title":"Choose the customer and date","body":["Pick the **Customer**. Only active customers are listed; **New Customer** adds one without leaving the page. Once chosen, a summary shows their uninvoiced time, drafts and anything overdue.","**Issue Date** is today unless you change it. A date inside a locked period is refused. **Invoice Header** is optional text shown at the top of the invoice."],"image":"https://exacc.au/help/create-invoice/step-2.png"},{"step":3,"title":"Add the lines","body":["Under **Line details**, fill in each line. **Template** fills a line from your saved line items. **Add Line** adds another; the bin removes one (an invoice needs at least one)."],"fields":[{"name":"Account Number","help":"the income account this line posts to.","required":true},{"name":"Qty","help":"defaults to 1.","required":true},{"name":"Unit Price","help":"the price per unit.","required":true},{"name":"Tax Code","help":"**Plus GST** adds GST on top, **GST Inc** means the price already includes GST, **GST Free** or **Export** for no GST.","required":true},{"name":"Description","help":"what the customer sees; you can format the text."}],"image":"https://exacc.au/help/create-invoice/step-3.png"},{"step":4,"title":"Payment terms and sales person","body":["Check **Payment Terms**, which are required; the **Payment Due Date** is calculated from them. **Allocated to Site** and **Order Reference** are optional.","Open **Additional details** and check **Sales Person**, which is required and is normally you. Here you can also set the **Invoice No** (leave it for the next number), **Delivery Date**, **Delivery Address** and a **Personal Note** that the customer does not see."],"image":"https://exacc.au/help/create-invoice/step-4.png"},{"step":5,"title":"Save & Post","body":["Click **Save & Post** to finalise the invoice and post it to your books. Exacc confirms \"Invoice No. … finalized successfully\" and opens the invoice summary.","Not ready? **Save as Draft** keeps it for later (find it in **Manage Invoices** with status Draft). **Show As PDF** saves a draft and downloads the PDF so you can check it first."]},{"step":6,"title":"Email it to the customer","body":["On the summary, click **Send As E-Mail**. Exacc shows where it will go (\"Invoice will be sent to …\"); click **Send in e-mail**. The status beside the button changes from **Not Sent Yet** to **Sent on** and the date.","The email includes the invoice as a PDF, the issue date, total and due date, your bank details for transfer, and a **Pay now with Stripe** link when Stripe is connected.","If the customer has no email, Exacc asks for one: click **Edit Contact**, add it, and send again."],"image":"https://exacc.au/help/create-invoice/step-6.png"}],"sections":[{"heading":"After sending","body":["From the invoice summary you can:"],"list":["**Create Payment for Invoice** when the customer pays, or **Create Payment Plan for Invoice** to split it into instalments;","**Edit** or **Duplicate** the invoice;","under **Other Actions**: **Download PDF**, **Show Customer**, **See Activities** or **Delete**."]},{"heading":"Checking invoice status","body":["**Business › Sales › Manage Invoices** lists every invoice with its customer, dates, gross and amount still due, and **Status** (Draft or Finalised). Filter by status to find drafts."]},{"heading":"On the Exacc mobile app","body":["Open the **Invoices** tab, tap the create button and choose **New Invoice**. Pick the customer and issue date, tap **Add Line** and fill in each line (sales item, price, tax, quantity, account), tap the total to set **Payment Terms**, and open **Additional details** to check **Sales Person**. Tap **Save & Post**; **Save as Draft** and **Show as PDF** are in the menu beside it.","On the posted invoice, tap **E-mail** to send it straight away. **Download** lets you choose a PDF template first.","If the app says \"Please complete all required invoice details\", open **Additional details**: the **Sales Person** is probably empty."]},{"heading":"If sending fails","body":["A message about missing business details means the business file has no name or email of its own. Add them in **Business Details**, then send again."]}],"faqs":[{"q":"Can I change an invoice after posting it?","a":"Yes, use **Edit** on the invoice summary. If it has already been emailed, send the updated version again so your customer has the right copy."},{"q":"Is there a way to void an invoice?","a":"Exacc deletes an invoice rather than voiding it: **Other Actions › Delete** on the summary. To correct a sent invoice without deleting it, edit it or issue a credit note."},{"q":"Can I invoice for time I have tracked?","a":"Yes: **Business › Sales › Invoice from Time** builds the invoice from timesheet entries."}],"related":["https://exacc.au/help/manage-invoices/","https://exacc.au/help/record-customer-payment/","https://exacc.au/help/create-quote/","https://exacc.au/help/take-card-payments-stripe/","https://exacc.au/help/mobile-app-invoicing/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}