Creating and sending an invoice

Create an Invoice

Watch this video on how to create and send an invoice to your customer, or read on below:

Go to the Invoicing section on the left side menu, then click on the '+' button in the top right corner to start creating an invoice.

  1. WeKeep automatically generates an Invoice Number in a sequence.
  2. Choose the Currency in which you want to send your invoice.
  3. (Optional) You may add the Purchase Order that you received from your buyer.
  4. Choose the Contact corresponding to the buyer from your contact list, or create the contact directly in the invoicing form.
  5. (Optional) Assign the invoice to its specific Project. This allows you to track the profitability of your various projects.
  6. If you're VAT-registered, indicate the Place of Supply so WeKeep can generate your VAT return correctly for you.
  7. Set the Date on which the invoice is created and then its Due Date.
  8. In the Invoice Line Item:
    • (Optional) Choose the Item for which you are invoicing, or create it directly.
    • Write a short Description indicating the details of the item you're selling.
    • Choose the Account where you'd want the revenue to be categorized, this is usually your Income Account, like Sales.
    • Indicate the Quantity of the item sold and its Price
    • (Optional) Add a VAT Rate and a Discount if it applies in your case.
  9. (Optional) In the Notes, you can include details on how you would like to receive the payment. WeKeep will automatically re-use this field the next time you create an invoice.
  10. (Optional) Add a Stamp or your Signature to the invoice.
  11. Click Save and Send to send the invoice directly from WeKeep, or Save if you prefer to send it manually. 

Important: Only invoices marked as Sent will be recorded as revenue. 

Note: You can also import your invoices using the import feature.