Create and send a sales invoice

You can create your own sales invoices in Booko in three steps: Customer details, Line items and Review.

Steps

1. Click New invoice (on the Overview or on Revenue).
2. Customer details – Pick an existing customer with Choose from Relations, or enter the details. Want to keep a new customer? Tick Save this one-off customer to Relations.
3. Line items – For each line, enter the description, quantity, price and VAT rate. Use Add Line to add lines. Under Prices, choose whether prices are Incl. VAT or Excl. VAT.
4. Review – Check the invoice. The invoice number is Assigned when the invoice is issued.
5. Want to email it right away? Tick Send this invoice directly to [email address] and click Create and send. Otherwise click Create Invoice.

Good to know

• Booko saves your work automatically as a draft (Draft saved). Find drafts on Revenue under Drafts and continue with Continue editing.
• Send later? On Revenue, open Actions next to the invoice and choose Send by email.
• A mistake in a sent invoice? Choose Actions > Create credit note on that invoice.
• Automatic payment reminders are not available yet.

Still stuck?

• Seeing Complete your company details before invoicing? Click Complete company profile and fill in the missing details (see "Invoice settings and company details").
• Email send failed? Check your customer's email address and try again via Send by email.
• Questions about the right VAT rate or VAT treatment are tax advice: ask your accountant via Messages, or ask for a colleague in the chat.

Updated on: 28/09/2026