Your first invoice in NumWise, with a discount

This guide walks through one invoice from an empty form to an issued document: a customer, two lines, a 10% discount and the totals that follow from it.

1. Add the customer

1. Open Customers and choose Add customer.
2. Enter the customer's Name. The other fields are optional.
3. Add an Email if you want to email the invoice from NumWise, and a VAT number if the customer is a business that has one.
4. Choose Create customer.

You can also add a customer while you write the invoice: open the customer list on the invoice and choose Create new customer.

2. Start the draft

1. Open Invoices and choose New invoice.
2. Under Who and when, choose the Customer. The currency changes to the customer's default currency.
3. Check the Issue date and the Due date. The Invoice number is set by NumWise, in order.

3. Write the lines

Under What you are charging for, enter a Description, Qty and Unit price for each line. Use Add line item for another line. If you are registered for VAT, choose the VAT rate for each line; if you are not, the lines carry no VAT.

4. Take off the discount

In the Discount section, open Discount and choose one of:

• Percentage of the net, then enter the Discount (%); or
• Fixed amount, then enter the Discount amount in the invoice currency.

The discount is taken off the whole invoice before VAT and shared across the lines. When the lines have different VAT rates, each rate carries its share, so the VAT is worked out on the discounted amounts.

5. Check the totals

The Summary beside the form shows:

• Subtotal before discount: the lines added up, without VAT;
• Discount: the amount taken off;
• the net after the discount;
• the VAT for each rate;
• Total, VAT included: what your customer pays.

A percentage discount cannot be more than 100%, and a fixed discount cannot be larger than the net of the lines.

6. Save, then issue

1. Choose Create invoice. NumWise saves it as a draft and opens it.
2. Check it with Download PDF. A draft can still be changed with Edit draft.
3. When it is right, choose Send email to email it with the PDF and a link to view it, or Issue invoice if you deliver it another way.

Sending an email needs an email account connected in Settings, Email sending, by the owner or an admin.

After it is issued

An issued invoice keeps its number and its content. The discount can only be changed while the invoice is a draft. To correct an issued invoice, issue a credit note against it: credit notes are on the Business and Professional plans.

When the money arrives, choose Record payment on the invoice, or match the payment from your bank statement. A part payment leaves the invoice Part paid, with the balance due shown.