Start from the Invoices tab and choose New Invoice. Save it as a draft, edit it as often as you like, then send it. Once sent, it locks.
Steps
- Open the Invoices tab and choose New Invoice
- In the Bill to card, pick a customer, or create one on the spot. The customer needs an email address to receive the invoice
- Choose Add line for each item, with quantity, price and a VAT category
- Set the Payment terms. The due date is worked out from them when you send
- Choose Save Draft
- Open the draft and choose Send, then Yes, send
Before your first send, complete your company identity in Settings. SpiralHQ prompts you if anything is missing. If a sent invoice is wrong, void it and issue a new one.