Invoicing and receipts
Creating and sending an invoice
Learn by watching
Watch this video on how to create and send an invoice to your customer, or read on below. Creating an invoice
Step-by-step instructions
- Go to
Invoices
on the left side menu, then click on theAdd invoice
button in the top right corner to start creating an invoice. - Wafeq automatically generates an
Invoice number
in a sequence. - Choose the
Currency
in which you want to send your invoice. - (Optional) You may add the
Purchase Order
that you received from your buyer. - Choose the
Contact
corresponding to the customer from your contact list, or create the contact directly in the invoicing form. - (Optional) Assign the invoice to its specific
Project
. This allows you to track the profitability of your various projects. - If you’re VAT-registered and the
Place of Supply
is required in your country, choose it so Wafeq correctly generates your VAT return. - Set the
Date
on which the invoice is created and then itsDue Date
. - In the Invoice Line Item:
- (Optional) Choose the
Item
for which you are invoicing, or create it directly. - Write a short
Description
indicating the details of the item you’re selling. - Choose the
Account
where you’d want the revenue to be categorized, this is usually anIncome
account, likeSales
. - Indicate the
Quantity
of the item sold and its Price - (Optional) Add a
VAT Rate
and aDiscount
if it applies in your case.
- (Optional) Choose the
- (Optional) In the
Notes
, you can include details on how you would like to receive the payment. Wafeq will automatically re-use this field the next time you create an invoice. - (Optional) Add a
Stamp
or your Signature to the invoice. - Click
Save and Send
to send the invoice directly from Wafeq, orSave
if you prefer to send it manually.
When revenue is booked
Only invoices that are in Sent
status will be recorded as revenue.
Importing invoices
You can also import your invoices using the import feature.