Creating an invoice

1. Collect the pieces in the basket

   A customer rarely buys one thing. The basket lets you gather it all before creating anything.

   While scanning: click 🧾 Add to invoice. Or from your stock: tick the rows and choose 🛠️ Actions → under Other → 🧾 Add selected rows to invoice.

   

   Screenshot to follow
   handleiding/factuur-maken-stap-1-v1.png

2. Watch the counter

   The number in brackets says how many pieces are in your basket. If it shows zero, nothing has been added yet and the button does nothing.

   At the top of the sales screen look at 🧾 Create invoice with the number beside it, and click it.

   

   Screenshot to follow
   handleiding/factuur-maken-stap-2-v1.png

3. Check the list

   This is your last chance to see whether anything is missing or one too many, because after this it becomes a real document.

   Read through the list under These items will be added to the invoice.

   

   Screenshot to follow
   handleiding/factuur-maken-stap-3-v1.png

4. Fill in the customer

   The name goes on the invoice. The email address is optional, but without one the invoice cannot go out to the customer.

   Fill in Customer name, and optionally Customer email (optional).

   

   Screenshot to follow
   handleiding/factuur-maken-stap-4-v1.png

5. Choose where the invoice goes

   If you work with Odoo, the app creates a draft invoice there directly — nothing to retype. With another package you get a CSV file that almost any accounting program can read.

   Under Accounting program, choose between Odoo (directly) and Other program (download a CSV file).

   

   Screenshot to follow
   handleiding/factuur-maken-stap-5-v1.png

6. Tick the box to mark everything sold at once

   Otherwise you have to edit every piece separately afterwards — and that is exactly when one gets left behind in your public catalogue.

   Tick Mark these items as sold immediately and click Create invoice.

   

   Screenshot to follow
   handleiding/factuur-maken-stap-6-v1.png

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