# Creating an Invoice https://docs.wisecp.com/uk/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 income, not a payment** > > An invoice created as **Paid** is saved as settled. Its total goes to Cash Management as income for that day, and the number comes from the paid sequence. No payment is recorded on its Payments tab. To keep the payment itself on record, 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)