How to Create an Invoice in World Ledgers Accounting

Invoices in World Ledgers post to the ledger when submitted — so client, account and line items must be correct the first time.

Steps

1. Open Accounting → Invoices.
2. Click Add.
3. Select a Client (or add one with +), optional project.
4. Set Date, income Account, and optional Due Date.
5. Optionally enable Recurring and set frequency / stop date.
6. Click Add Item — enter item, unit price and quantity. Toggle VAT if needed.
7. Click Submit.

For returns and adjustments, use credit notes. More on accounting.