Invoicing

How do i post an invoice

Learn how to post invoices in Summit Books. Step-by-step guide to move draft invoices to posted status and record them in your general ledger.

Issue

how do i post an invoice

Customer Question:
how do i post an invoice

Resolution Steps

  • Click "Invoicing" in the menu on the left side
  • Click "New Invoice"

Step 2: Fill It Out
- Pick your customer's name
- Enter Payment Terms
- Enter Ship to address (if applicable)
- Add what you're charging for (products/services)
- You can select type of payment options (if stripe has been set up in your books company)

Step 3: Post It
- Click the "Save and Send" button (alternatively you can select the Arrow down button next to the "Save and send", and select "Save and Exit", or "Save as Draft"

Notes

  • Case Number: SB-9
  • Resolved by support team
  • Category: Invoicing
Was this article helpful?

Help us improve our documentation