Can I create an invoice on Forwardly?

If your business is connected to accounting software, you can create invoices on Forwardly. It's a good idea to have both your business and bank account verified before creating an invoice.

How to create an invoice on Forwardly

1. Open the business you want to create an invoice for.
2. On the left-hand navigational menu, find Payments and click on Invoices.
3. Go to the Outstanding Invoices tab.
4. On the left-hand side, click on Create Invoice.
5. Add your invoice details.

Additional features to note: 

• Payment requests are automatically sent if the customer has an email on file, otherwise the invoice is saved as a Draft in your Forwardly account.
• Only sent invoices will be posted to your connected accounting software; otherwise, they are saved as Drafts in Forwardly and not synced.
• Once the invoices are sent, only the outstanding or partially paid invoices are posted to your accounting software and synced back to Forwardly.
• You can track invoices by clicking View Invoice in the drop-down menu.
• You can edit or modify an outstanding invoice, update it in your accounting system, and the changes will sync with Forwardly.

How do I add an item when creating an invoice? 

1. You can look for existing items in your accounting software during the Forwardly invoice creation process.
2. If the item isn’t found and you need to create a new one, you can enter the item name and select a sales account from the synced Chart of Accounts.
3. The item will be saved and pushed to your accounting software under Products & Services or Items.

How can I select an 'Expense Category' while saving a payment as a new bill?

1. Choose an 'Expense' type account from the synced Chart of Accounts for each line item.
2. If no "Expense" type account is available, add one to your accounting software.
3. Resync with Forwardly and try recording your expenses again.

Can I select a 'Tax' or 'Tax Rate' while creating an invoice?

Setting tax if you use Forwardly with QuickBooks Online: 

1. Use the checkbox to apply tax.
2. Choose a tax code from the dropdown at the invoice level.
3. Tax rates apply to all line items with the tax checkbox ticked.

Setting tax if you use Forwardly with Xero:

1. Use the tax rate dropdown for each line item.
2. If no rate is selected, the line item will be tax-exempt.
3. If taxes aren’t configured, configure them in your accounting software, resync with Forwardly, and try again.