2. Invoice

In this element, you are going to set up the content of the invoice. You can create invoice lines and place a comment on the invoice.

Create invoice line

Click on ‘Add new invoice line’ in the toolbar. You will see a screen with several fields:

Line

• Line – Enter the name of the invoiced product here. For example, if the relation purchased a T-shirt, you can enter ‘T-shirt’.
• Amount – Enter the amount of the product (in the case of our example this would be the price of the T-shirt). It is possible to enter a negative amount. If the total amount of the invoice is negative, it will be sent as a credit invoice.
• Number – Here you can enter the number of products indicated in ‘Line’. If the relation purchased multiple T-shirts, you can enter the number of T-shirts here.

VAT

If the community is VAT liable, you need to specify how much tax should be payed for the product. If the community is not VAT liable, select ‘Exempt’ in the field ‘Type’.

• Type – Choose from the following types:
  • Exempt
  • Percentage
  • VAT Reverse charge Europe
  • VAT 0% outside Europe
• VAT – If you selected the type ‘Percentage’, enter the percentage of VAT here.

Click on ‘save’ to confirm.

The invoice line will now appear in the overview. Repeat the steps above to add multiple invoice lines. You can add an unlimited number of invoice lines.

Edit invoice line

You can edit an invoice line by clicking on  on the right side of the invoice line in the overview. You will see the same fields as when your were adding the invoice line. Make the changes and click ‘save’.

Delete invoice line

To delete an invoice line, click on  on the right side of the invoice line in the overview. Then click on ‘delete’ to confirm or on ‘Back’ to cancel.

Add comment to the invoice

In addition to invoice lines, it is also possible to write a comment and place it on the invoice.

Click on ‘Place comment on invoice’ in the toolbar. Write your comment in the field ‘Comment’. Select the option ‘Credit invoice notation’ if you are sending a credit invoice and the invoice should contain a message saying that the amount will be transferred to the relation.

Click on ‘save’. You will be redirected to the overview of invoice lines. The comment will be visible in the preview in the next step.

You can edit the comment by clicking on ‘Place comment on invoice’ again.

After all invoice lines have been added, you can proceed to step 3: Preview. Click on this step at the top of the screen.