TABLE OF CONTENTS


1. Creating a new invoice

2. General information of the invoice and invoicing info

3. Adding invoice rows

4. Editing invoice rows


1. Creating a new invoice

You can create new invoices manually by clicking the "+ Invoice" link below the navigation bar or by clicking the "+ Invoice" button on the "Invoices" section of Koho.




On the "New invoice" page you must first define which customer you are invoicing. You can search for an existing customer from the "Customer search" field or create a new customer by clicking the "+ New customer" button. If you want to know more about creating new customers, take a look at this article: 3.1.1 Creating a customer.


 

2. General information of the invoice and invoicing info


On the "General information" section you can make the following definitions for the invoice:

  • Name: Name of the invoice.
  • Internal comment: A comment that is only visible internally.
  • SellerSeller of the invoice.
  • Row merging: If needed, you can merge invoice rows by product type when sending the invoice (the original rows are not deleted and they can still be seen in reports).
  • Billing dateBilling date for the invoice. Defaults to the current date.
  • Payment term: You can define a payment term for the invoice. The due date field shows when the invoice is due according to its definitions. 
  • TermInvoice term for the invoice. Note that the length of the invoice term affects the billable amount for recurring products.
  • No consolidated invoice: You can prevent consolidation for this invoice by checking this box.
  • Template: Select which PDF template the invoice uses, if any.


The following fields are definted in the "Invoicing info" section:

  • Invoice number: If this field is left blank, Koho sets the invoice number automatically, default to the next available number. If manually entered, Koho allows any number, even one that is already in use.
  • Invoice description: A description that is shown on the invoice.
  • Reference number: If this field is left empty, Koho generates the reference number automatically.
  • Our/your reference: You can fill in possible references.


3. Adding invoice rows

Add invoice rows by clicking the "+ Add product" button.  



When you click the "+Product" button, the "Select products and services" window is opened where you can see all products in your product register. Scroll the list to find the desired products or use the search bar to find them. A product is selected by clicking the "+" sign next to its name. You can also add product bundles to the invoice by clicking the "Open / Close" link. After selecting all the desired products, click the "Add selected products" button to add the products to the invoice.


 

4. Editing invoice rows

You can edit the amount and price of a product directly in the row. If you want to make further definitions for the row, click the product's name. This shows more fields,  e.g. the product's name, description and discounts. You can change the order of the rows from the icon that is at the beginning of each row. Click the icon to drag and drop the row to the desired place on the invoice. A row can be deleted delete by clicking the X at the right side of the row.



Finally, click the "Save" button to create the invoice.