Create your first invoice

Goal: Raise a Sales Invoice and send it to a customer — the core of getting paid.

When you submit an invoice, Paldo BOS records what the customer owes and books the income automatically.

Before you start

Add the customer and at least one item.

Steps

1. Start a new Sales Invoice

In the sidebar, open Selling (or Accounting) and select Sales Invoice, then + Add Sales Invoice. (Or the New Invoice shortcut on Paldo Home.)

2. Choose the customer

Select the Customer — their billing details fill in — and check the invoice date and due date.

3. Add the items

In the Items table, select an Item and enter the Quantity; the Rate fills in if the item has a price. Add more rows as needed.

4. Check taxes and totals

Review any taxes and the grand total.

5. Save and submit

Select Save (keeps a draft), then Submit to finalize — the amount becomes receivable and income is booked.

6. Send it (optional)

Use Print for a PDF or Email to send it.

You’re done when…

The invoice shows Submitted (or Paid once settled) and appears in your receivables.