Invoicing from an accepted quote
Raising an invoice from an accepted quote or from a job, finalising it, and correcting one with a credit note.
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When a customer accepts a quote, open it and choose Create invoice. The invoice carries every line they agreed to; optional lines they declined or left undecided are left off. It starts as a draft you can still change.
Invoicing a job that had no quote
Most small jobs are never quoted. Open the job and choose Create invoice in its Invoice section: a draft opens for the job's customer and site. Add a line for each thing you are billing, with a quantity, a unit price and a tax code; the totals update as you go, and lines can be removed while it is a draft. A job made from an accepted quote is billed from that quote instead, so the customer is charged what they agreed to.
Finalising
Finalise takes the next invoice number and fixes the invoice. It asks for your business details and your customer's; yours are filled in from Settings → Tax codes → Your tax registration, so set that up once and you will not retype it.
Correcting an issued invoice
An issued invoice with no payment against it can be sent Back to draft, with a reason; it keeps its number. Once anything has been paid it is not edited: to reduce what is owed, issue a credit note against it, and say whether the money is going back to the customer. An invoice raised in error can be voided, with a reason, and keeps its number.