This guide walks you through creating a new invoice in the TallySale portal.
Start a New Invoice
- Go to My Invoices in the sidebar.
- Click Create Invoice in the top-right corner.
Invoice Form
Customer
- Start typing to search existing customers by name or email.
- If the customer does not exist, type their email address — they will be auto-created when you save.
- Each customer record stores: name, email, phone, company, and address.
Line Items
Add one or more line items to the invoice:
| Field | Description |
|---|---|
| Description | Product or service name |
| Quantity | Number of units (default: 1) |
| Unit Price | Price per unit in MMK |
| Amount | Auto-calculated: Quantity × Unit Price |
Click Add Line Item to add more rows. Click the trash icon to remove a row.
Discounts
You can apply discounts at two levels:
Line-Item Discount
- Applied to individual line items
- Can be a fixed amount or percentage
- Reduces the line item subtotal before tax
Invoice-Level Discount
- Applied to the invoice subtotal (after all line items)
- Can be a fixed amount or percentage
- Shown as a separate line in the invoice total
Other Fields
| Field | Description |
|---|---|
| Invoice Date | Date the invoice is issued (defaults to today) |
| Due Date | When payment is expected |
| Currency | Always MMK |
| Notes | Optional notes visible to the customer on the checkout page and PDF |
| Internal Notes | Private notes visible only to your team |
Totals
The form auto-calculates:
- Subtotal — sum of all line items
- Discount — total discount amount
- Total — final amount the customer owes
Save Options
| Action | Result |
|---|---|
| Save as Draft | Saves the invoice. You can edit it later. Not visible to the customer |
| Save & Finalize | Saves and locks the invoice. Ready to send. Cannot be edited after finalization |
Tip: Always review your invoice before finalizing. Once finalized, you cannot change the line items or amounts.
📸 Screenshot: Invoice creation form — to be added