Creating and sending an invoice

Creating an invoice

Go to Invoices in the sidebar and click New invoice.

Select or create a contact in the Bill to field.

Add line items: description, quantity, unit price, and tax rate (e.g. GST 10%).

Set the Invoice date and Due date.

Click Save as draft to save without sending, or Send invoice to email it directly.

Customising appearance

Upload your logo in Settings > Business > Logo.

Customise colours and the footer note in Settings > Business > Invoice settings.

Payment terms

The default payment terms (e.g. Net 30) are set per contact. Override them on individual invoices using the Payment terms field.

Marking as paid

When you receive payment, open the invoice and click Record payment. Enter the payment date, amount, and bank account it was deposited into. This creates a journal entry and reconciles against your bank feed.

GST

If your workspace has GST enabled, Ledgable automatically calculates and shows the GST amount on the invoice. The GST collected is tracked in your GST liability account.