How to create and send an sale invoice?

Left Navigation Bar > Sales > Invoices

Follow the steps below to create a sales invoice :

  1. Click on "Sales."Créer_facture01

  2. Then, click on "Invoices."Créer_facture02

  3. Select the client.
    As soon as a client is selected, the relevant client details will be automatically filled in the corresponding fields. Créer_facture03

  4. If you wish to add a new client, click on "Add a new client" from the client dropdown list.Créer_facture04

  5. If you want to link time entries, enable the Timesheet toggle.Créer_facture05
     
    1. You can then use the selectors to switch between clients with pending time entries.Créer_facture06

    2. Period selectors will appear—choose the relevant dates to modify them.Créer_facture07

  6. In the Invoice Details section, choose the appropriate Sales Category from the dropdown.Créer_facture08

  7. Select "VAT Included" if you want VAT to be deducted from the unit price.Créer_facture09

  8. Enter the details of each item or service.Créer_facture10

  9. To add a new line, click "+ Add a service or product."Créer_facture11

  10. You can organize your products by adding sections and rearranging them as needed.Créer_facture12

  11. To customize fields, time entries, invoice format, or language, click on "Settings."Créer_facture13

  12. Check the box to bill time entries but change the quantity shown to the client.Créer_facture14

  13. Enable the option to customize categories per line.Créer_facture15

  14. Enter an adjustment value in the "Adjustment" field to round totals.Créer_facture16

  15. You can also apply a discount (as a percentage or fixed amount) to the invoice total.Créer_facture17

  16. Enter comments in the comment box, or add custom text above or below the invoice table.Créer_facture18

  17. To preview the invoice, click on "Preview" in the top-right corner.Créer_facture19

  18. To generate and send the invoice, click on "Generate and Send".Créer_facture20

  19. Clicking the arrow next to this button opens more options.

    Generate and send: the invoice will be finalized and sent to the client by email in a single step.
    Generate without sending: the invoice will be generated but not sent immediately.
    Generate and download: the invoice will be generated and downloaded for printing or archiving.
    Generate, send, and finalize: the invoice will be generated, sent to the client, and the process will be completed.
    Save as draft: the invoice will be kept as a draft, without being finalized or sent.
    Créer_facture21

Sending via Email and Client Portal :

  1. Click "Generate and Send."Créer_facture22

  2. You’ll see a preview of the email that will be sent to your client.
    You can edit the message if needed.Créer_facture23

  3. Check the email address in the "Send to" field.Créer_facture24

  4. If the client is connected, the email will include a link to the client portal.Créer_facture25
  5. Click "Confirm" to send.Créer_facture26
The invoice will now appear in your invoice list, and the client will receive it by email and in their Sequence portal (if connected).
For more information on connecting a client, see the article:
"How to Add a Client?"