How do I create a invoice?

Click on the button +Invoice
Fill out the fields
Check your draft invoice
Send

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Create and send an invoice in The Bookie Webapp with one click of a button. This way it is added to your administration as well. No fuss with difficult word files and different mails. And, do you send a similiar invoice more often? Easily create a duplicate and edit the copy.

Preparation before your first invoice

Fill out company information

If you fill out all the fields in The Bookie Webapp under Administration Settings, you won't miss any required information and The Webapp will automatically use your business information on the invoices you send.

> Editing Administration and Company settings

Creating templates

To avoid having to format every invoice from scratch, create templates. With your own text, font, formatting and possibly your own logo.

> Creating a template for invoices

> Template for accompanying e-mail

A new invoice

You can create an invoice in two places.

Click on the button + Invoice on your Dashboard
Go to the left menu and select Sales, then click on the button + Invoice.

Now you have finished creating your template, all that is left to do is fill it out.

Client

Select a client of create a new one. As soon as that has been done you fill out the necassary information. If you have not sent this client an invoice before fill out the address information as well by clicking 'edit'.

> Creating a new contact

Invoice number

While creating your invoices you also decide what type of numeration you want to use. If you use the invoice numbers from The Bookie the program will automatically count through. If you use your own numeration you need to fill this out manually. In both cases we always ask you to check if the numeration is logical and incremental.

Shifting VAT

Sometimes you don't charge VAT on your invoice, but you shift it to your client. To be able to do this you need your clients VAT-number.

> How do I shift VAT to my client?

Choose your type of VAT

There are three VAT rates. 21%, the high rate, is standard. The low 9% rate applies to some goods such as arts, food and certain services. Finally, there is the 0% rate which is applied only in exceptional situations (education, healthcare, therapy, KOR). Not sure which one to use? Then go for the highest at 21%. We will let you know if it's not correct.

> Which VAT percentage do I use?

Describe your service (and expenses) in the entry lines

The + Add Book Line button allows you to split or categorize the nature of your assignment or work. For example, if you have worked on a project for a number of days or weeks, you can record this on different lines, e.g. Monday, Tuesday and Wednesday + the number of hours per day or weeks 10, 11 and 14 + the amounts per week. You can also note expenses incurred here, such as your mileage claim or production expenses advanced.

>Charging expenses on invoice

Sending your invoice

This is still a draft invoice. If you click further you can make it definitive and it will be added to your administration. This way the total amount will be added up to your revenue. Do you want to send your invoice? Click on "send".

>Sending an invoice

Sending an existing invoice (again)
Editing a sent invoice
Uploading an existing invoice from another system
Uploading your own invoice
Registering cash sales or income from another system
Upload sales invoice from intermediate party (reversed billing)
Registering payment