SnapBooksFrom a draft to a PDF you can share
- Choose the customer and items
Create a customer or select an existing one. Add the invoice lines and review the amounts before issuing.
- Issue the invoice
Issuing assigns the next invoice number and records the amount owed by the customer. Drafts remain editable and stay out of the books.
- Share the PDF
Print or share the invoice as a PDF with the business details and numbering you configured in Accounting.
- Record the payment
Add a full or partial payment. The invoice updates to due, part-paid, paid or overdue based on the balance and due date.
Keep customer balances in view
Store each customer’s name and optional email, phone, address and tax number. Review what each customer owes and see receivables by how overdue they are.
- Track due dates and payment terms.
- Record partial payments without losing the remaining balance.
- Prevent payments larger than the outstanding balance.
- Void an issued invoice by reversing its accounting effect while keeping the record.
Record income that does not need an invoice
Cash sales, platform payouts and other money received can be recorded directly as income. Choose the date and amount, then add a customer, tax and income account when needed. It appears in the same books as your invoices and expenses.
Connect payments to the bank and the books
When a bank statement line pays an invoice, bank reconciliation can connect it to that payment. Your double-entry books update without booking the same sale or bank movement twice.
Set your business details, invoice prefix, next invoice number and default payment terms in Accounting. Each workspace keeps its own settings and customer balances.
Frequently asked questions
Can I create and share PDF invoices?
Yes. Create a draft, choose the customer and lines, then issue the invoice and share or print its PDF.
Can customers pay an invoice in installments?
You can record partial payments against an invoice. SnapBooks tracks the remaining amount and changes its status as payments are recorded.
Does SnapBooks process the customer’s payment?
The invoice workflow records payments received; it does not itself charge a card or move money. You can record a payment or match a bank line to an invoice payment.
Can I record income without creating an invoice?
Yes. Record the money received directly as income, with a date, amount and optional customer, tax and income account.