Articles on: Invoices and Estimates

Sending an Invoice

Sending an Invoice



Akaunting allows you to create and send an unlimited number of Invoices.

To send an invoice, you need to log in to your dashboard and create an invoice.


- * Click on Sales on the Navigation Menu to reveal expanded options.


- * Select Invoices.


- * From the Invoices dashboard, click New Invoice.


- * Enter the required Invoice details: Title, Customer, Logo, Billing information, Date, Order number, and more. [Check out the details you should have in an invoice](https://akaunting.com/blog/invoice-billable-hours).


- * Add a recipient to the invoice by selecting Add a Customer.


- * Click on New Customer, and enter the customer details. The Customer’s Name and Payment Currency are required fields.


- * Then, Save.


- * Add service or product information, quantity, and price.


- * If applicable, add Discounts and Taxes.


- * After entering the necessary details, click Send To.


- * A pop-up window prompts you to send an email.


- * Enter the email address of the Invoice recipient, Subject and write details in the Email body.


- * If preferred, you can check the box to send a copy of the email to yourself.


- * Then, click Send.

_You can add_ **_Notes_** _to invoices for instructions to the recipient._
> _The_ **_Advanced_** _option lets you define a_ **_Footer_**_,_ **_Category_** _and upload_ **_Attachments_** _where necessary._

Updated on: 23/03/2025

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