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 the amount your customer owes and books the income automatically, so your accounts and reports stay up to date without extra work.

[SCREENSHOT TODO: Sales Invoice form in Paldo BOS]

Before you start

• Add the customer you’re invoicing.
• Add at least one item (a product or service) to put on the invoice.

Steps

1. Start a new Sales Invoice

1. In the search bar, type Sales Invoice and open the list.
2. Select + Add Sales Invoice (or New).

2. Choose the customer

1. Select the Customer you’re invoicing. Their billing details fill in automatically.
2. Check the invoice date and payment due date.

3. Add the items

1. In the Items table, select an Item.
2. Enter the Quantity. The Rate fills in automatically if the item has a price — otherwise type it in.
3. Add more rows for additional items. Line and invoice totals calculate as you go.

4. Check taxes and totals

1. Review any taxes and the grand total.
2. Double-check the customer, items, quantities, and amounts.

5. Save and submit

1. Select Save to keep it as a draft you can still edit.
2. When it’s correct, select Submit to finalize it. On submit, the amount is recorded as receivable and the income is booked.

Draft vs. Submitted: a draft can be changed freely; a submitted invoice is final. To change a submitted invoice you cancel and amend it.

6. Send it (optional)

1. Use Print to download a PDF, or Email to send it to the customer.

You’re done when…

The invoice status shows Submitted, it appears in your Sales Invoice list, and the amount is reflected in your receivables and reports.

Related

• Add a customer
• Add an item