Create an invoice

A new invoice starts as a draft: you can edit and save it as often as you like. It only gets an invoice number when you issue it. If you’ve already sent the customer a quote, it’s quicker: convert the quote.

Set up an invoice

1. Under Invoices, click New invoice.

2. Pick the customer in the Customer card on the right — type their name or customer number into the search box and pick them. If they’re new, add them right here with New customer, without leaving the editor. Change picks a different customer. To issue the invoice, the customer needs a complete billing address: street, postal code, city and country.

3. Add line items with Add line — as on a quote: search a product or type your own name, then quantity, unit, unit price and tax rate. The fields are explained under Create a quote.

4. Fill in the invoice details — see below.

5. Check the opening text and signature. Both are prefilled with your standard texts; the Show on document switch hides either of them.

6. Click Save draft at the top. Preview shows the PDF beforehand — stamped DRAFT.

You see Invoice created. and are back in the list. Clicking the draft opens it again; you then save with Save changes. Once everything is ready, issue the invoice right here with Issue or Issue & send — see Issue and send.

The bar with the buttons stays at the top while you scroll through the form. If you leave the editor with unsaved changes, UNENO asks whether you want to discard them.

The Customer card

Once you’ve picked a customer, the card shows their customer number, email address, since when they’ve been a customer, total spend, open balance, the number of their invoices and the Billing address — if they have several, pick one here. If the email address is missing, it says No email address on file — the invoice can’t be sent.

If the invoice comes with a delivery, switch on With shipping? and pick the shipping address. If the customer doesn’t have one yet, add it right here with Add a shipping address.

Invoice details

Field	What to enter
Invoice date	Already filled in: it’s the day you issue the invoice.
Payment term (days)	Within how many days of the invoice date the customer should pay — between 1 and 365. Prefilled with your Default payment term (or the customer’s, if they have one). Leave it empty for no due date.
Delivery date	When you delivered or performed the service — today at the latest.
Service period	From when to when you performed the service — for monthly support, for example. One field for both days: pick the start and end in the calendar, or Last month or This month next to it. No service period clears it.
Already paid on	Only if the customer has already paid, in cash or in advance, for example. UNENO then records a full payment on this date when you issue the invoice, and the invoice is Paid right away.
Language	The language of the invoice and its email. The default is the language of your company’s country (or the customer’s).
Contact person	Who appears on the invoice as your contact person — prefilled with your name.

You set your Default payment term under Settings → Documents settings in the Invoices & quotes card — 14 days by default.

Delivery date or service period

An invoice has to state when you delivered or performed the service. If you enter a Delivery date or Service period, it appears in the invoice header. Leave both empty and the invoice prints The date of supply is the invoice date. below the totals — if that isn’t right, enter the actual date. If the invoice goes to a business as an e-invoice, UNENO asks when you issue it if both are missing.

Texts and placeholders

The standard invoice texts state the payment terms with placeholders: %due_days% becomes the number of days, %due_date% the due date, %service_period% the service period. If a placeholder stays empty — without a service period, for example — its whole line isn’t printed. That way the same text fits every invoice.

You set your standard texts under Settings → Texts & Emails. All available placeholders are shown by the editor below the signature with Show placeholders.

Duplicate an invoice

For a similar invoice, click ⋮ → Duplicate in the list. UNENO creates a new draft and opens it — with the same customer, lines and texts, the same payment term, delivery date and service period. This works for every invoice, cancelled ones too.

Number, date, Already paid on and payments aren’t copied. Check the delivery date and service period in particular — they usually belong to the new job. You see Invoice duplicated — edit the new draft.

Good to know

• Nothing works without a customer: only with a customer can you add lines, save and open the preview. To be issued, the invoice needs at least one line.
• On a phone the Customer card comes first. Of the buttons, Save and Issue & send stay at the top; Preview and Issue are under ⋮.
• The Format column in the list already shows for a draft whether the invoice would go out as a PDF or as an e-invoice.
• If two people edit the same draft, saving an out-of-date version is refused rather than overwriting the other change.