To create a new invoice, click the ‘New sales invoice’ option in the top right-hand corner of the ‘Income’ section, or on the main dashboard.
And just in case you haven't added any customer details yet, you'll first need to fill out your client's details by clicking ‘Add new customer.’ If you've already added a few customers, simply choose the correct one by selecting ‘choose customer.’
On the invoice, you'll be able to edit:
- Invoice number
- Date
- Due date
- Currency
- Bank account displayed
- Interest rate for late payments (can be 0% if you decide to be extra-nice!)
- The activity for which you're creating the invoice (only in case you have more than one activity)
Add a detailed description for the work provided on the invoice. The description should make it clear that the incoming payment is business related. Feel free to add the project/assignment/service name in addition to other relevant details. If necessary, use the 'additional comments' field to add extra details about the invoice. The more details your invoice has, the easier it is for us to report everything accurately to the tax authorities.
Attention: The Xolo billing solution calculates the required taxes (VAT, IRPF) automatically based on the input you have provided. That means you won't have to calculate any of the relevant taxes yourself.
Once you’ve entered all the details, click ‘Save draft’ and review all details to ensure accuracy.
If everything looks correct, you can either send the pro forma to your client or click ‘Create Final Invoice’ to save the final invoice.
Click ‘Send’ in the top right-hand corner and input your customer’s email address (if you haven’t already).
You can also add a personalized message and add attachments for your client directly in the invoice generation tool.Once everything is to your liking, click ‘Send’. Your client will receive the email with the attached invoice instantly.