Invoicing3 min read
Create and post your first invoice
Invoices in BukuCloud move through three states: Draft, Posted and Paid. Posting writes the journal; emailing sends the PDF.
What you'll need
- At least one customer (you can create one inline)
- Optional: your SST registration set, if you charge SST
01Create the invoice
- 1Open Invoices → New.
- 2Pick a customer or click + to create one inline (name + email is enough).
- 3Set the issue date and due date. Default terms come from the customer record.
- 4Add lines: pick a sales item, set quantity and price.
- 5If you charge SST, the SST 6% line is calculated per row automatically.
- 6Add a note in the Customer notes field — it appears on the PDF.
02Preview and post
Click Preview to see the PDF as your customer will see it. Tweak the layout in Settings → Templates if needed.
Click Post. The invoice number is assigned, the journal is written, and AR ledgers update instantly.
Info
Posted invoices cannot be edited line-by-line. Need a change? Issue a credit note and re-post a new invoice — that keeps the audit trail clean.
03Send by email
- 1From the posted invoice, click Email.
- 2BukuCloud pre-fills the customer email and a templated message in the customer's preferred language.
- 3Attach extras if you need to, then Send.
- 4Delivery status (sent, opened) shows back on the invoice timeline.