Creating Invoices
Learn how to create invoices step by step.
Before Creating an Invoice
Make sure you have everything ready.
Prerequisites
- ✓Active subscription
- ✓Products configured with correct tax categories
- ✓Customer record created (optional for walk-ins)
- ✓Branch selected (if you have multiple branches)
Creating an Invoice
Follow these steps to start a new invoice.
Navigate to Invoices
From your dashboard, go to Invoices in the main menu, then click Create Invoice.
Select Branch
If you have multiple branches, select the branch this invoice is for. The branch cannot be changed after creation.
Default Branch
Set Invoice Date
Set the invoice date. By default, this is today's date. You can also set an optional due date for payment terms.
Select Customer
Choose a customer from your database or leave blank for walk-in sales:
- • Click the customer field
- • Search by name, email, or Tax ID
- • Select from dropdown
- • Details auto-populate
- • Leave customer field blank
- • No customer record needed
- • Invoice still valid for ZIMRA
Adding Line Items
Add products and services to the invoice.
Add a Product
Click Add Line Item, then search for and select the product.
| Product | Qty | Price | Tax | Total |
|---|---|---|---|---|
| Widget Pro | 5 | $99.00 | 15% | $569.25 |
Set Quantity
Enter the quantity. The line total updates automatically based on the unit price and quantity.
Adjust Price (Optional)
The price defaults to the product's unit price. You can override it for special pricing or promotions.
Price Override
Apply Discount (Optional)
Add discounts at the line level:
- Percentage: Enter a % discount (e.g., 10%)
- Fixed Amount: Enter a dollar amount off
Add More Items
Repeat the process to add more products. You can reorder, duplicate, or remove lines as needed.
Invoice Totals
Understanding the invoice summary.
Subtotal
Sum of all line items before tax and discounts.
Tax Breakdown
Shows tax calculated for each rate (e.g., 15% Standard, 0% Exempt). Automatically calculated based on product tax categories.
Grand Total
Final amount including all taxes and after discounts. This is what the customer pays.
Saving as Draft