Send your first invoice

This one walks through creating and sending your very first invoice in GBooks Air, decision by decision.

Step 1: Add the customer

From Invoices → New, choose Add customer. Enter their business name, contact email, and billing address. If they're in a different province than you, make a mental note now — it affects the tax treatment in step 3.

Step 2: Add line items

Give each item or service its own line: a short description, quantity, unit price. Two lines ("Website design — 12 hrs @ $95" and "Domain registration") reads far more professionally than one lump sum, and it gives the client something concrete to actually approve.

Step 3: Confirm the tax treatment

GBooks Air applies your provincial default automatically. Check it against these two common overrides:

• Client in another province — for most services, GST/HST follows the client's province, not yours. Change the destination province on the invoice and the rate updates on its own.
• Zero-rated or exempt work — set the line's tax treatment explicitly instead of leaving it on the default.

More background on this in Sales tax in depth.

Step 4: Set terms

Pick a due date — Net 15 or Net 30 are the usual choices. Add a short note if it feels right ("Thanks for the opportunity — happy to answer anything before payment.").

Step 5: Generate and review the PDF

Click Generate PDF. Give your logo, business number, and totals a quick glance — ten seconds here catches a typo before your client does.

Step 6: Send it

Download the PDF and attach it to an email, or send it however you normally reach this client. GBooks Air marks the invoice Sent, and from here the A/R aging report starts keeping track of it.

Step 7: When payment arrives

Open the invoice and mark it paid, matching it against the deposit if it also shows up in a bank import, so you don't accidentally book the income twice.