Create an Invoice
Build an invoice with products, discounts and tax, and preview what the customer receives. Or describe it to Lejr Assistant to draft it for you.
An invoice is both the document your customer receives and the entry in your books. Posting it debits accounts receivable, credits revenue, and credits sales tax payable if tax applies: what you're owed, what you earned, and the tax you hold for the government.
Building an invoice
- Choose the customer
Their payment terms set the due date, and their email is where the invoice goes. Add CC recipients if needed.
- Add line items
Each line has a product or service, quantity, price and its own income account. Coding lines to separate accounts lets your income statement show consulting and product sales apart.
- Apply tax and discounts
Tax is set per line, since not everything is taxable. A discount (flat or percentage) is recorded as contra-revenue, a reduction of income rather than an expense.
- Add references and notes
Add a PO number, notes and a footer for the customer, and a private memo they never see.
- Save
Save & send posts the invoice and emails it, with a pay link if online payments are on. Save & post without emailing posts it without sending. Save as draft posts nothing. The Sent tab lists everything Lejr has emailed a customer.
Draft versus posted
A draft is not a receivable and doesn't touch your reports. Posting is the recognition event, whether or not you email it: the amount goes to accounts receivable, the revenue to that period's income statement, and any tax to a liability until you remit it.
Good to know
- You can attach a signed order or spec before the invoice is first saved.
- Opening the form or previewing the PDF and email doesn't create a draft. Leaving with unsaved changes asks first.
- Editing a posted invoice restates its entry and marks it Revised. The original stays in the audit trail, and Lejr offers to resend the new copy.
Common questions
- What does the invoice post?
- A debit to accounts receivable for the total, a credit to each line's income account, and a credit to sales tax payable for any tax. Debits equal credits to the cent.
- Can I invoice without Stripe?
- Yes. Without Stripe connected, record payments yourself when they arrive.