Invoices and sales
Create and send an invoice
Add items, tax and a discount, then email it from TallyPip or send it yourself.
- 1Choose Create › Invoice and pick a customer (or add one).
- 2Add your items: description, quantity and price. Pick a saved item from Products and services to fill them in.
- 3Choose the tax for each item and, if you like, add a discount.
- 4Press Save and mark as sent. On the invoice's page, Send invoice emails it to your customer, or print it or save it as a PDF.
Save draft keeps it out of your books until it's sent. A sent invoice can be edited until it has a payment; editing updates your books.
Change the look (logo, colors, which columns show) in Settings › Sales.