How do I create an invoice?

1 min

Pick the customer, add the lines, send it. ContaCash computes the total, tracks what is open, and writes the journal entry underneath.

  1. Open Invoices and click New invoice.
  2. Pick the customer. First time? Create them under Customers, with their contact details.
  3. Add the lines. Pick an item from your catalog and the price and tax rate fill in, or type a free line.
  4. Check the total and send the invoice.

Quotes work the same way under Quotes. A quote never touches the books; when the customer says yes, one click converts it into an invoice.

Bills from suppliers are the mirror image under Bills: they land in purchases, with their attachments, ready to pay.