Help Centre / Rēķini un maksājumi / Create an invoice

Izveidot rēķinu

Video walkthrough: Create an invoice and record a manual payment

Video walkthrough: Complete the customer-to-payment workflow

Use this task to create an invoice in the current Klusaro workspace.

Before you start

Open Klusaro as a user with access to Rēķini.

Steps

  1. Atvērts Rēķini.
  2. Atlasīt New Invoice.
  3. Enter Title, choose Kontakti and Darbs, and set dates.
  4. Add invoice items and review line amounts.
  5. Confirm net, VAT/tax, and VAT-inclusive total separately.
  6. Atlasīt Save Invoice and confirm the row.

Screenshots

Show billing fields
Show correct VAT-inclusive total

What happens next

The invoice is saved with a numbered row. For example, net EUR 151.25 plus 21% VAT EUR 31.76 produces a gross total of EUR 183.01.

Useful notes

When practising, use information you are authorised to enter.

Related articles