Create and email an invoice

Sales invoices are created from the Sales menu. Once saved, you can preview the invoice, email it to your customer as a PDF and record the payment when it arrives.

All plans 5 min read · Updated

A new invoice: details at the top, then line items with account, quantity, price and tax rate.
A new invoice: details at the top, then line items with account, quantity, price and tax rate.

Create the invoice

  1. Select Sales > New invoice (or the + button, then Invoice).
  2. Check Document Type is Invoice and choose the customer.
  3. Enter an invoice number, the invoice date and the due date.
  4. If you are invoicing in a foreign currency, pick the currency. An exchange rate box appears so you can confirm the rate. See Multi-currency.
  5. Under Line items, choose a product or service (or type a description), the account, quantity, unit price and tax rate. Select Add line item for more lines. The tax amount and total update as you type.
  6. Add notes if you want the customer to see them, then select Save. Choose Save as draft to keep working on it without posting it to your accounts.
The preview window, where you enter an email address and select Send email.
The preview window, where you enter an email address and select Send email.

Preview and email it

  1. Open the invoice, select More > Preview.
  2. Enter your customer’s email address and select Send email.

AvrioBooks emails the invoice as a PDF from your business name, with your own email address as the reply-to. The email is recorded in the invoice history.

Record the payment

  1. Open the invoice and select Create payment.
  2. Enter the amount received, the date received and the bank account it was paid into. Add a reference or notes if you like.
  3. Select Add payment. The invoice shows how much has been paid and how much is still due, and becomes Paid when nothing is left.
The invoice list with status cards and tabs for Draft, Awaiting payment, Overdue and Paid.
The invoice list with status cards and tabs for Draft, Awaiting payment, Overdue and Paid.

Invoice statuses

StatusMeaning
DraftSaved but not posted to your accounts
Awaiting approvalSubmitted and waiting for an approver (when approvals are on)
Awaiting paymentPosted and unpaid
OverdueUnpaid and past the due date
PaidFully paid
Tip Use the status tabs at the top of the invoice list (All, Draft, Awaiting approval, Awaiting payment, Overdue, Paid) to find invoices quickly.

Frequently asked questions

Can I email an invoice from AvrioBooks?

Yes. Open the invoice, select More then Preview, enter your customer’s email address and select Send email. AvrioBooks sends the invoice as a PDF from your business name, with your own email address as the reply-to.

Can I save an invoice without posting it to my accounts?

Yes. Select Save as draft. A draft is not posted to your accounts until you save it as a normal invoice.

How do I record a payment against an invoice?

Open the invoice and select Create payment. Enter the amount received, the date and the bank account it was paid into, then select Add payment.

Still stuck? Our team is happy to help. Contact support or book a walkthrough.
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