Create invoice

What is this?

The invoice editor creates a new invoice. On the left you fill in the details, and on the right the Live preview updates after every change. Theatilo calculates the Net, VAT and Gross totals itself.

How to create an invoice

1. Open Ensembles, choose your choir and go to Cash book > Invoices.
2. Click New invoice at the top right.
3. Invoice: Choose the Account the payment should go to, the Language and the Template. Set the Invoice date and Due date. The due date is pre-filled from the payment terms in the settings. Choose the E-invoice: ZUGFeRD, XRechnung or None.
4. Recipient: Take over a contact or enter Name, Email, Street, Address line 2, Postal code, City, Country and VAT ID.
5. Line items: For each item, enter Description, Quantity, Unit, Unit price and VAT. Add line item adds another row.
6. Texts: Optionally a Header text above and a Footer text below the line items, plus Internal notes that do not appear on the invoice.
7. Click Save as draft or go straight to Save & finalize.

Pre-filled values

Currency, e-invoice format, payment terms and footer text come from Settings > Invoices > Tax & Seller. If there is only one account, it is already selected. As the template, Theatilo suggests the default template for the selected language.

Permission

You need Create & edit transactions.

Tips

• For ZUGFeRD and XRechnung you need the recipient’s street, postal code, city and country, and in the invoice settings your choir’s address and its tax number or VAT ID. Otherwise the invoice cannot be finalized.
• Check the preview before finalizing. After that, nothing can be changed.