Create a customer invoice, then save it as a draft or send it for approval so it can be issued.
Before you start
You need the Super Admin, Admin or Accountant role. You create invoices in the Pemo web app.
Create the invoice
Select More in the left sidebar, then select Receivables.
Select Create invoice.
Choose how to start: to have Pemo read an existing invoice, drag and drop a .pdf, .jpeg or .png file (max 10MB), or select Browse files. To enter the details yourself, select Start from scratch.
Fill in and send the invoice
Under Bill to, select + Add a customer. Search by name, TRN or email, then select the customer. For a new customer, select + New customer, complete the form, then select Add customer.
Check the Issue date and Supply date. To add a due date, select + Add a due date. Then set the Place of supply.
Add a line for each item: Description, Qty, Unit price (incl. VAT) and VAT treatment, for example Standard rated (5%). Add a Discount % if needed. Select + Add item to add another line.
To show your company's bank details on the invoice, under Bank details select Include payment details. If no bank account is set up, Pemo shows "No bank account is set up to print yet."
Add any Notes for your customer. If a required detail is missing, Pemo shows you which one.
Save or send the invoice: select Save as draft to keep it in Drafts and edit it later, or select Send for approval to send it to its approvers. Its status changes to Pending approval.
Good to know
Once approved, an invoice with today's issue date is issued. An invoice with a future issue date becomes Scheduled and is issued on that date.
An issued invoice can't be edited. To correct it, see How to raise a credit note.
Pemo doesn't track customer payments yet.
To add customers before you invoice them, see How to add customers.
To approve invoices, see How to review invoices and credit notes. For an overview, see Managing Receivables.