# Creating an Invoice https://docs.wisecp.com/fr/creating-an-invoice Price catalog products, services or free lines and issue a manual invoice with the right total and due date. ## Reaching the Screen Panel menu: **Invoices**, then **Create Invoice** above the list: `{admin}/invoices/create` From a client record or a support request, the address carries the client: `{admin}/invoices/create?user_id={client}` The top bar create menu and the dashboard widget also land here, without a client. ## What Is on the Screen One form in two columns. - **Client and dates**: Who it is for, its date and its due date. - **Invoice Items**: The catalog picker and the lines. - **The issue column**: Status, notification, currency, payment method, coupon, discounts and the save button. - **The ledger**: Subtotal, discounts, tax and the amount due. ### The client and the dates Pick the client first. It sets the currency, prices the catalog and lists that client's services on the lines. **Change Client** reopens the search; changing it keeps the lines but drops their service links. **Invoice Date** is the date on the document, **Due Date** the day it falls due. ### The lines **Add Product or Service** lists active products with a periodic price, plus priced add-ons. Each cycle has its own price chip. **Add New Item** opens a blank line for anything else. Both buttons need a client first. ### The issue column **Payment Status** opens on **Unpaid**. On an unpaid invoice the client picks the **Payment Method** at checkout, or you add it from **Edit Invoice**. A line under the notification box names the e-mail that will go out. With its template off, the box cannot be ticked. **Coupon** appears while the coupon system is on, and skips codes that are order-only, expired, unstarted or used up. **Apply Client Discounts** appears with reseller or client group rates. It writes them onto catalog lines as editable discounts, and clears them when turned off. ### The ledger Discount and tax totals appear above zero. The tax total opens into a per-rate breakdown. The rate comes from your tax settings, and tax applies to a positive base only. The foot matches the saved invoice under either **Taxation Type**. On **Tax Inclusive** the price you type is the tax-inclusive figure: the subtotal shows the taxable base and the payable shows what you typed. Type 120 at a 20% rate and the subtotal reads 100, the tax 20, and the payable 120. **Create** opens once a client and at least one line exist. ## Fields - **Client**: Required. Search by name, company or e-mail. - **Invoice Date**: Required, starts at today. - **Due Date**: Required, starts seven days ahead. - **Payment Status**: **Unpaid**, **Paid** or **Cancelled**; other states come from the invoice. - **Send Notification to Client**: Ticked when the **Unpaid** template is on. A later status change does not tick it for you. - **Currency**: The client's currency, or the system default with no client. - **Payment Method**: Visible on **Paid** only, and optional. Lists the enabled methods. - **Coupon**: Optional. One coupon per invoice. - **Apply Client Discounts**: On by default. Reaches catalog lines, not hand-typed ones. - **Invoice Items**: At least one line. An empty description is not saved; quantity is at least 1. ### What a line carries **More Options** holds the rest of a line. In the three-dot menu, **Duplicate** copies it with its linked service and **Delete** returns the price chip. - **Description**: Required. What the client reads on the invoice. - **Qty**: Starts at 1 and goes no lower. - **Price**: Unit price, in the invoice currency. A negative price makes a discount line. - **Tax Free**: Off by default. Exempts this line alone. - **Tax Rate**: Empty means the invoice rate; a figure covers this line only. - **Discount**: An amount or a percentage, set by **Disc. Type**. Reseller and group rates land here. - **Client's service**: Optional, limited to the client's own services, or **No Linked Service**. ## Tasks ### Bill something from the catalog 1. Choose the client, then click **Add Product or Service**. 2. Narrow the list with the search box. 3. Click the price chip of the cycle you are billing. The line arrives ready to edit. ### Bill an existing service 1. Click **Add New Item** to open a blank line. 2. Open **More Options** and pick the service under **Client's service**. 3. The price comes from the service, and the description while yours is empty. The line now carries a **Linked to service** mark. ### Issue it and tell the client 1. Choose the payment status. 2. Read the notification line: it names the e-mail that will go out. 3. Check the ledger and click **Create**. The invoice is saved and its detail page opens. ## Things to Watch > **Paid on creation records the document, not the money** > > An invoice created as **Paid** is saved as settled. No payment is recorded, nothing reaches Cash Management, and the number comes from the paid sequence. When the money has arrived, issue it as **Unpaid** and add the payment on its Payments tab. > **Settle the currency before the amounts** > > Changing the currency once lines exist does not convert them. The catalog is re-quoted; hand-typed amounts and the service list are not. > **A linked service is a record, not a renewal** > > Linking a line to a service records what the invoice is for. Paying it does not move that service's dates or cycle; extend it from the service's own screen. ## Required Privileges Everything here needs `INVOICES_OPERATION`. The client search also needs a client right, or it comes back empty. ## Related Articles - [Invoice Detail Overview](https://docs.wisecp.com/en/invoice-detail-overview) - [Invoice Payments](https://docs.wisecp.com/en/invoice-payments) - [Taxation](https://docs.wisecp.com/en/taxation) - [Coupons and Promotions](https://docs.wisecp.com/en/coupons-and-promotions)