Hey Community, Welcome to This Blog! Invoicing can feel like a work, right? When I first started using Business Central, I was a little nervous. I mean, sending invoices sounds so “official,” and I didn’t want to mess it up. But honestly? It’s so much easier than I thought! If you’re new to this too, don’t worry—I’m going to walk you through it step-by-step, and by the end, you’ll feel like a pro.
First things first, log into Business Central. It’s like your little business hub—everything’s there waiting for you. Once you’re in, head to the “Sales Invoices” section. You’ll see a big friendly “New” button—just click that to start a fresh invoice. It’s like opening a blank canvas, but way less intimidating than painting!
The “Sales Invoices” screen with the “New” button in bright red, so it’s super clear where to start.
Now, you’ll need to pick your customer. There’s a dropdown where you can choose who you’re billing—super simple if you’ve already added your customers to the system. Fill in their name, and Business Central will pull up their details like magic. No more typing out addresses by hand (thank goodness!).
The invoice screen with the customer dropdown expanded, showing a list of names and one selected—proof it’s that easy.
Next, add what you’re charging them for. Go to the “Lines” section and start listing your items or services. If you’ve set up your products or services already, you can just pick them from a list, the price pops up automatically. If not, no stress—you can type it in manually. I love how it calculates the total for me because, confession time, math isn’t my strong suit.
A close-up of the “Lines” part with a couple of items added.
Once everything looks good, double-check the details. Maybe add a little note like “Thanks for your business!” to make it personal—I think that’s a nice touch. Then, hit “Post.” This locks it in and makes it official. Oh, and here’s the best part—you don’t even have to print and mail it! Just click “Send,” and you can email it straight from Business Central. It’s like sending a text, but fancier.
After it’s sent, you can track it in the system. Need to see if they’ve paid? Just hop back to the invoice list—it’ll show you what’s paid or still pending. No more digging through emails or stressing out. Honestly, doing it this way makes me feel so organized, and I’m not usually that person!
The “Sales Invoices” list —so satisfying to see!
So, there you go—invoicing doesn’t have to be a headache. Business Central takes the hard stuff off your plate, and you can focus on running your business instead of chasing paper. Give it a try, and I bet you’ll feel as relieved as I did! Thank you for reading! Stay tuned for more simple and helpful blogs with SightSpeak AI.