InvoiceDesk

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Invoices

NumberCustomerCreatedTotalStatus
📄

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Customers

Product Catalogue

Click row to open · Click name or price to quick-edit
Code Product Name Category Price VAT

Sales Orders

SO NumberCustomerReferenceDateTotalStatusActions
📋

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Proforma Invoices

PF NumberCustomerReferenceDateTotalStatusActions
📄

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Categories

Category Name Products

Add Customer

Company Details
Billing Address
Delivery Addresses
Additional Contacts
Pricing Matrix
Notes

Push invoice to Xero as a draft. Review and approve there before sending.

1
Invoice data validated ✓
2
Connecting to Xero API…
3
Creating draft invoice…
Ready to sync
✓
Import / Export
Select Customer
Customer Details
Product Details

Add Product

Product Dimensions
Packaging Dimensions
★ Promotional / Sale Price

Add Category

Edit Sales Order

This order has already been converted to an invoice. Changes made here will be pushed to the linked invoice.

⚠ Line items cannot be changed after conversion. To change quantities or products, edit the invoice directly.

Edit Address

Preview

Add User