An invoice is the bill you send a customer. In NexerIQ you build it as a draft, issue it, then track payment. This guide covers creating and issuing invoices; for taking payment, see the recording invoice payments guide.
Creating a draft invoice
Open Sales → Invoices and click Create Invoice. Choose the Customer and Billing Address, set the Currency and Payment Terms, and add Notes if needed. The invoice opens as a Draft so you can add lines. (Invoices are also created from a sales order — those arrive with their lines ready.)
Adding lines
Click Add Line to add each product with its Quantity, Unit Price, Discount %, and tax. The Net, Tax, and Gross totals update as you go. You can edit lines while the invoice is a Draft; once issued, the lines are locked.
Issuing the invoice
- Click Issue Invoice (the invoice needs at least one line).
- Check the Issue Date and Due Date — the due date is suggested from the customer's payment terms.
- Click Issue Now.
The invoice becomes Issued, the lines lock, and it's added to the customer's outstanding balance. You'll be offered the chance to Print it.
Printing
Use View/Print to open the invoice as a PDF in a viewer, or open it in the current tab or a new window. You can print or save the PDF to send to the customer.
Voiding an invoice
If an issued invoice was a mistake and no payment has been recorded, click Void, optionally enter a Void Reason, and confirm. The invoice becomes Void and can't take payments. If a payment has already been made, issue a credit note instead.
Invoice statuses
An invoice moves through Draft → Issued → Partially Paid → Paid. It shows Overdue if it passes its due date unpaid, or Void if cancelled. To record payment and see payment history, see the recording invoice payments guide.
Tip: Only drafts can be edited or deleted — so double-check the lines and dates before you issue. After issuing, corrections are made with a void (if unpaid) or a credit note.
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