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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

OptionWhat happens
Save draftNothing is posted. You can keep editing.
Save and submit for approvalThe invoice goes to an approver and appears in their Inbox.
Save and post to GLThe 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.

Note

Use Add shipping to add a delivery charge as its own line.

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