---
title: Create and send an invoice
description: Create a sales invoice in AXOFFICE: add lines, let tax and withholding calculate automatically, then save a draft, send it for approval or post it.
url: https://docs.tryaxo.com/create-invoice/
updated: 2026-10-04
---

# Create and send an invoice

*Build an invoice, let AXO calculate the tax, then save it as a draft, send it for approval, or post it.*

1. Go to **Sales › Invoices** and choose **New invoice**, or press `N`.
2. Choose the **customer**. If they're new, use **Quick create** without leaving the invoice.
3. Check the **invoice date**, **due date** and **net terms**. The due date follows the customer's payment terms.
4. Add the customer's **PO number** if they gave you one. It prints on the invoice.
5. Add **line items**: description, quantity, unit, price, discount and tax code. Tax and withholding calculate as you type, from the customer and the tax codes you choose.
6. Add **notes**. Customer notes print on the invoice; internal notes stay inside AXO.
7. Choose how to save — see below.

**Saving options**

| Option | What happens |
|---|---|
| Save draft | Nothing is posted. You can keep editing. |
| Save and submit for approval | The invoice goes to an approver and appears in their Inbox. |
| Save and post to GL | The invoice posts to the ledger immediately, if you have permission. |

**What posting does**

Posting creates a balanced journal entry: the amount owed goes to accounts receivable, the sale to revenue, and the tax to tax payable. Once posted, an invoice can't be edited — it can be credited or reversed. See [Credit notes and refunds](https://docs.tryaxo.com/credit-notes.md).

> **Note:** Use **Add shipping** to add a delivery charge as its own line.