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Qetaab/Help/Invoices & bills

Invoices & bills

Create and review invoices

An invoice is posted to the books, its PDF is ready, and its payment status follows the books rather than a status you set by hand.

Who this is for
Owner, admin or bookkeeper.
Before you start
  • The customer exists, or you are ready to create them from the invoice.
  • Sales tax rates, if you collect tax.
Availability
Available in the hosted app and the local build. Emailing an invoice depends on the email service being configured; online payment collection is not available during the pilot.

Steps

  1. Open Invoices (under Money in) and choose + New invoice. Choose + Sales receipt instead for a sale that was paid at the time — it is the same form with Money went into in place of a due date.
  2. Type the Customer; an unknown name offers to create the customer. Set the Date and Due date (it defaults from the customer’s terms), the Sales tax rate and, for a foreign-currency invoice, the Currency and Exchange rate.
  3. Add lines with + Add line: an Item or a revenue account, Description, Qty, Amount and whether the line is taxable. Choose Save invoice (or Record the sale).
  4. Use the filter buttons — All invoices, Outstanding, Overdue, Due today — and Payment status to find invoices. Find an invoice searches by customer or number.
  5. Each row offers Preview, Download PDF, Send, Link and Remind (for open invoices). Payment status comes from the books; Sent or viewed describes delivery, not payment.

What you should see

The invoice appears in the list as Open with its balance, the customer’s balance rises on A/R Aging, and revenue shows on the Income Statement for the invoice date.

If it goes wrong

If saving is refused, the error names the line or field: usually a line without an account or a date inside a locked period. A posted invoice is not edited; correct it with a reversal from Journal Entries and raise a new one.

What it looks like

The Invoices screen of the sample company before any invoice exists. Buttons read + New invoice, Receive payment and + Sales receipt; filter buttons read All invoices, Outstanding, Overdue and Due today, each with a count of 0; Find an invoice and Payment status filters sit above the note that payment status comes from the books; the list says No invoices yet; a Payments received card begins below.
The Invoices screen with its filters, before the first invoice.

Related guides

Steps checked in the app on 2026-09-21. This guide describes how the software works; it is not accounting, tax or legal advice. Need a hand? Email support@qetaab.com.

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