- On the left-side menu, click Sales > Invoices.
- Click 'New Invoice' in the top right corner.
- Set Invoice Details
- Invoice Number: Balabook automatically generates invoice numbers sequentially. You can manually enter a different number, as long as it hasn't been used before.
- Partner: Click 'Add a Partner' to select an existing customer or vendor from the list. To add a new one, click 'Create a new' at the bottom of the dropdown.
- Select an Invoice Date: The date the invoice is issued and a Due Date: When the payment is expected.Fill in the P.O. Number (optional): Enter a purchase order number if applicable.
- Click 'Add Item' to include a product or service.
- Choose an existing item or click 'Create an item' to add a new one with a name and description.
- Enter the quantity, price, and apply discounts if any - If you previously set a price for the item, Balabook will autofill it.
- Select a tax rate if applicable. You can also create a new sales tax directly from the invoice.
- You may also choose to allocate the revenue to a specific income account by clicking 'Allocate Revenue'.
- Add any notes or terms of service in the Notes / Terms section at the bottom.
- Click 'Save' to save the invoice as a draft.
- While in draft, the invoice won't impact your accounting.
- To edit later, click 'Edit Draft'.
- When ready to finalize and send, click 'Approve Draft' to convert it into an official invoice.
For additional guidance, you can view the tutorial here.
