Sending an Invoice

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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.
  • 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.

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Sending an Invoice

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