{"id":30589,"date":"2026-08-20T12:43:18","date_gmt":"2026-08-20T10:43:18","guid":{"rendered":"https:\/\/www.accountable.eu\/help-center\/create-your-first-sales-invoice-web-app-version\/"},"modified":"2026-08-24T17:26:44","modified_gmt":"2026-08-24T15:26:44","slug":"create-your-first-sales-invoice-web-app-version","status":"publish","type":"help_center","link":"https:\/\/www.accountable.eu\/en-be\/help-center\/create-your-first-sales-invoice-web-app-version\/","title":{"rendered":"Create your first sales invoice (web app version)"},"content":{"rendered":"<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880; border-color: #73737633;\">\n<p class=\"no-margin font-inter\">\ud83d\udca1 At a glance: <b>Revenue \u2192 Create invoice \u2192 select a client \u2192 check your details \u2192 add your items \u2192 save &amp; send<\/b><\/p>\n<\/div>\n<p class=\"no-margin font-inter\">\n<hr>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_f6a5f366fe\"><b>Before you start<\/b><\/h2>\n<p class=\"no-margin font-inter\">To generate a valid invoice, Accountable needs a few details from you first : your IBAN, your address and your VAT number. Without these, your invoice won&#8217;t be valid, and worse, you won&#8217;t get paid \ud83d\ude09<\/p>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">So, make sure to fill these in your <b>Account &gt; Settings &gt; Personal details<\/b>.<\/p>\n<p class=\"no-margin font-inter\">Now, let&#8217;s create your invoice step-by-step !<\/p>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_1bedc424a9\"><b>Step 1 : Go to &#8216;Revenues&#8217; and click on the &#8216;Create an invoice&#8217; button<\/b><\/h1>\n<p class=\"no-margin font-inter\">This is where all your sales invoices and income appear.<\/p>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2538743985\/ccc3441c2cc2437756726d6993d3\/Capture%2Bd-E2-80-99e-CC-81cran%2B2026-07-08%2Ba-CC-80%2B11_54_06.png?expires=1787637600&amp;signature=9a111a812c78b3f69d03498f8abf84689196384dff9c57f5ef25425f496dc480&amp;req=diUkHs56nohXXPMW3nq%2BgcGLdvAg2fM4%2FkR8AvVWALIbhcVoVBykT4bsuVJj%0AOtsGBq%2B9fzhJ%2FzUQaEl1iZqiQtE%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_aa60d907d7\"><b>Step 2: Select or create your client<\/b><\/h1>\n<p class=\"no-margin font-inter\">Pick an existing client from your list, or create a new one by adding their name, address, VAT number, etc.<\/p>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2538743978\/5e48a51be3266a68bd86c51c9e16\/Capture%2Bd-E2-80-99e-CC-81cran%2B2026-07-08%2Ba-CC-80%2B14_22_35.png?expires=1787637600&amp;signature=4af56717c12df8777bb5f67857cd02043f5b4c999058099c265c11a05cfcd83c&amp;req=diUkHs56nohYUfMW3nq%2BgSiLlpIDNFts3nqKClHkhPV8CCgoTw2HhIFHmz0x%0AVJTTC6GC76QfhI1x5Jiee4dHcbc%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2538743971\/0309baacc4e976c80668b0dc2f16\/Capture%2Bd-E2-80-99e-CC-81cran%2B2026-07-08%2Ba-CC-80%2B14_29_43.png?expires=1787637600&amp;signature=4f60c37fe9adaa53972557618b7f1ab0dd8ea8bd33f993631440e41c75954288&amp;req=diUkHs56nohYWPMW3nq%2BgYsi31nHZlqwzr5a%2B%2FwUrZ%2FBXLZl0lF%2FG3otk5Yn%0A4ghuQP%2FbxcgbZiuRHjVcBlOLySg%3D%0A\" width=\"450\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_f053f53633\"><b>Step 3: Check the invoice number and dates<\/b><\/h1>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Invoice number: You can either let the app number it automatically, or enter it manually once in the format you prefer. After that, it increments automatically \ud83d\ude42<\/p>\n<p class=\"no-margin font-inter\">\ud83d\udca1 <i>Our tip : update your numbering at the start of each year (e.g. 2026-001, 2027-001) to keep things clear.<\/i><\/p>\n<p class=\"no-margin font-inter\">\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Issue date and due date<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Service date, if your service covers a specific period \u2192 you can check our article <b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/13616334-how-to-create-an-invoice-with-a-service-period\" target=\"_blank\" class=\"intercom-content-link font-inter\">How to create an invoice with a service period ?<\/a><\/b><\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2538743975\/dd961e8fbd574f0d5bf3e34bf458\/Capture%2Bd-E2-80-99e-CC-81cran%2B2026-07-08%2Ba-CC-80%2B14_46_26.png?expires=1787637600&amp;signature=a69e84019f15d3148e2576c4e2f14889e035df8fc36f2d5569c94b9af22d069f&amp;req=diUkHs56nohYXPMW3nq%2BgTLLobnjE%2B30NuRrPNorRIltTwCrOnPyqPPE5SZv%0Asl6%2BZgG1xSwpIPnlov6%2Bg%2BW6EyU%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_dc0ad18893\"><b>Step 4: Double-check your personal details<\/b><\/h1>\n<p class=\"no-margin font-inter\">Check if all your personal details are shown correctly. Otherwise, click on the section and fill in the right information and don\u2019t forget to save the changes :<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Your first name and last name<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Your company name (if applicable)<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Postal address<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">VAT number<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2538743979\/59374fa12fdfd891857dfb376e50\/Capture%2Bd-E2-80-99e-CC-81cran%2B2026-07-08%2Ba-CC-80%2B14_52_11.png?expires=1787637600&amp;signature=136748afc298413758f393377e88d6ff2f7ffc223a7ddc39179a0ccd90e08be7&amp;req=diUkHs56nohYUPMW3nq%2BgWV%2BIqMWnWimB1x06jkS3PC5nJQEtbk61%2FILKJBn%0AF485Z85N86e7FqeLbk9wZ%2FlAUNM%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2538743983\/bcc1233cf0da0de027cef0a8ca14\/Capture%2Bd-E2-80-99e-CC-81cran%2B2026-07-08%2Ba-CC-80%2B14_52_19.png?expires=1787637600&amp;signature=e8874c4e750a2b19a486a1d879e129905f4c0b9a122928abfb37f5d602e9565d&amp;req=diUkHs56nohXWvMW3nq%2Bgessq%2FuVfGRIfh6TGxtiwf38YmqN98qQYdRjBJbT%0AaiM5KIomsoxd2cj9EOUHf1dRn54%3D%0A\" width=\"550\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_50d4fd652c\"><b>Step 5: Add your items<\/b><\/h1>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on &#8216;<b>add a new item<\/b>&#8216;<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2538743997\/3d25b3f95d5a9688bab63c5fe486\/Capture%2Bd-E2-80-99e-CC-81cran%2B2026-07-08%2Ba-CC-80%2B14_53_55.png?expires=1787637600&amp;signature=9587e790e0791fb48457693460bbe5ca30d35aab67fff88022bc21cdf99a9a7b&amp;req=diUkHs56nohWXvMW3nq%2BgU0NsignZTxKL5xiDNqMpFFMkDMBCtAtdzcM%2BfKb%0ABMrkP0XsBZl26E%2F3rALeXSTgPO8%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Select either an item registered previously in your price list, or &#8216;Add a new item&#8217; :<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Fill in the item name<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Description (optional)<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Category (sales of goods or services or any other income source like real estate rental, copyright revenue, donation,\u2026)<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Quantity<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Unit price and VAT rate (pick the right one depending on your sector)<\/p>\n<p class=\"no-margin font-inter\">\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Click on &#8216;<b>Add item<\/b>&#8216; and repeat for as many items as you need<\/p>\n<p class=\"no-margin font-inter\">\ud83d\udca1 <i>Our tip: save an item to your Products &amp; Services list to reuse it on future invoices without retyping it<\/i> \ud83d\ude09<\/p>\n<p class=\"no-margin font-inter\">\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2538743993\/506dcca94b63b0762c613a8a93a1\/Capture-2Bd-E2-80-99e-CC-81cran-2B2026-07-08-2Ba-CC-80-2B14_56_51.png?expires=1787637600&amp;signature=962de033a317266c64de31188baef4800240274982bfd369fb9ea3478c419485&amp;req=diUkHs56nohWWvMW3nq%2BgTLSL0QKy3eOCUiIh3DLc1X5YmVFUlSSvw%2BzduT6%0A7Q5YmIAeApfq9ykyiCUZHtoeJCc%3D%0A\" width=\"300\"><\/div>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2538743984\/4acb6ba5edcc31a7ddfdceab6cba\/Capture-2Bd-E2-80-99e-CC-81cran-2B2026-07-08-2Ba-CC-80-2B15_03_24.png?expires=1787637600&amp;signature=9adefb85632f7b02636e79b61cad04d04f8e3166ed7e7f06fda8d39f318facbb&amp;req=diUkHs56nohXXfMW3nq%2BgV42wHsKytLKEVMUEkXut1V5%2FBFO%2B7phVNqrtGat%0AtyLtuYsyF%2BiMhppZDFp4xpgYJzU%3D%0A\" width=\"500\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_fddb89dbc0\"><b>Step 6 : Add your banking and contact information<\/b><\/h1>\n<p class=\"no-margin font-inter\">In the sections below, you can add\/modify :<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Your banking information (IBAN, BIC)<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Your email address and\/or phone number<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Notes &amp; comments (optional)<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Terms &amp; conditions (optional &#8211; if you add any, it will be automatically saved for your future invoices)<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2538743989\/a0347fe953d2e87f7b61f089fb3d\/Capture%2Bd-E2-80-99e-CC-81cran%2B2026-07-08%2Ba-CC-80%2B15_16_11.png?expires=1787637600&amp;signature=83d10fcbff62051af1cfb90238d0d2c8aa2ea7828f5648836866bc811008c6c8&amp;req=diUkHs56nohXUPMW3nq%2BgWfVBhQ9k5I%2FmmFCmJ5torUEAN%2FGYRDJxADMPCr7%0ASL4oJoriSPg%2FqirTZKQ43qfDFlM%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_3e8bc59dc6\"><b>Step 7 (optional) : Customise more settings and personalise the style<\/b><\/h1>\n<p class=\"no-margin font-inter\">Optional settings you can adjust if needed:<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Switch the language of the invoice (English, French, Dutch)<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Add a QR code for payment<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Set a structured communication<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Add a down payment \u2192 if you received a deposit before delivery, <b>here\u2019s <a href=\"https:\/\/help.accountable.eu\/en\/articles\/8420976-how-to-make-a-down-payment-invoice-when-a-client-makes-a-down-payment-do-i-have-to-make-a-down-payment-invoice\" target=\"_blank\" class=\"intercom-content-link font-inter\">more info<\/a> on how to make a down payment invoice<\/b><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Implement instalments \u2192 if you bill a project in several stages, here\u2019s a <b><a href=\"https:\/\/help.accountable.eu\/en\/articles\/12982372-how-to-use-instalment-invoices-in-accountable-step-by-step-guide\" target=\"_blank\" class=\"intercom-content-link font-inter\">step-by-step guide<\/a> to use instalment invoices<\/b><\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Change the billing currency<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Customise the look of your invoice: add your logo and your colours, choose the template and font<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Specify the invoice status<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2538743990\/dd2a992ed3f6867fab2b806820b3\/Capture%2Bd-E2-80-99e-CC-81cran%2B2026-07-08%2Ba-CC-80%2B15_49_59.png?expires=1787637600&amp;signature=71f1de1d7fc3481458c30540f0ab23239da7cc68967e755bdbfe263ab7b62eb3&amp;req=diUkHs56nohWWfMW3nq%2BgW8%2FchnsSflUTpryAqsDX09prqwivwGTTGk%2B3E%2B%2B%0AV7unemB%2FpwJrM2gWRLWbUcCe368%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_fb529d993d\"><b>Step 8 : Save and\/or send your invoice<\/b><\/h1>\n<p class=\"no-margin font-inter\">If your invoice is ready or if you want to save it for later, click the &#8216;<b>Continue<\/b>&#8216; button (top right), and then click on :<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">\u2018<b>Save &amp; prepare to send\u2019<\/b> to send it directly to your client via Accountable<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">or \u2018<b>Save &amp; download PDF<\/b>\u2019 to save it and download it on your desktop<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">or \u2018<b>Save &amp; quit<\/b>\u2019 if you want to save it for later and apply future modifications before sending<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2538743976\/2efd87df58aeca948a63f244e2a3\/Capture%2Bd-E2-80-99e-CC-81cran%2B2026-07-08%2Ba-CC-80%2B15_59_01.png?expires=1787637600&amp;signature=eace7d26ed112db153f46662f4983aadbc19124a94db27b5d185241b685e6206&amp;req=diUkHs56nohYX%2FMW3nq%2BgVrYszybg3iOH6mviFezw9z2iJP2zl1MdyFVU8gm%0AuLh0Os9nrlq42%2BTGOU43UFE7RLk%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">If you chose the option to send your invoice directly via Accountable :<\/p>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Don&#8217;t forget to switch on the green &#8216;<b>Send the invoice via Peppol<\/b>&#8216; toggle, this is what actually sends your invoice through the Peppol network \u2192 \u26a0\ufe0f An error message might appear if you&#8217;re not registered on Peppol yet, and\/or if your client isn&#8217;t registered either \u2192 in that case, you won&#8217;t be able to send your invoice via Peppol.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">You can also modify the email description that is generated automatically by the AI<\/p>\n<p class=\"no-margin font-inter\">\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Make sure to type your client\u2019s email address correctly<\/p>\n<p class=\"no-margin font-inter\"><i>\ud83d\udca1 Our tip: sending a test invoice to yourself first is a great way to check everything looks right before sending it to a real client.<\/i><\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2538743988\/f1e4036a93cb70d3bcafba1ca6ad\/Capture%2Bd-E2-80-99e-CC-81cran%2B2026-07-08%2Ba-CC-80%2B16_03_27.png?expires=1787637600&amp;signature=18323086e1a3d1e96368fadbf089bd9e9653fa69a0d0533d73f34e200742e64f&amp;req=diUkHs56nohXUfMW3nq%2BgcL9vAYpa%2FXuZT0biIKMWNI4QbRiESvKQ%2FaPK%2Bay%0ALXdQNEStBYiakV6npooE0qdHzz4%3D%0A\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<hr>\n<p class=\"no-margin font-inter\">Want to learn more? Join our upcoming webinar <b>&#8216;From start to success: making the most out of Accountable&#8217;<\/b>, hosted live by one of our tax coaches to answer your questions!<\/p>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-container intercom-align-center\"><a class=\"intercom-h2b-button font-inter\" target=\"_blank\" href=\"https:\/\/app.livestorm.co\/accountable\/from-start-to-success-making-the-most-out-of-accountable?push_in_helpcenterarticle\">Sign up for the webinar<\/a><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">Our <b><a href=\"https:\/\/help.accountable.eu\/en\/\" target=\"_blank\" class=\"intercom-content-link font-inter\">Help Center<\/a><\/b> also gathers all our articles to support you day-to-day in managing your business.<\/p>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">And for any questions you may have, we&#8217;re here to help in the chat or by email at <b><a href=\"mailto:support@accountable.eu\" target=\"_blank\" class=\"intercom-content-link font-inter\">support@accountable.eu<\/a><\/b> \ud83d\ude0a<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ready to send your first invoice? Here&#8217;s everything you need to create it quickly from Accountable Web.<\/p>\n","protected":false},"featured_media":0,"template":"","help_label":[448,481],"class_list":["post-30589","help_center","type-help_center","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Create your first sales invoice (web app version) - Accountable<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.accountable.eu\/en-be\/help-center\/create-your-first-sales-invoice-web-app-version\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create your first sales invoice (web app version) - Accountable\" \/>\n<meta property=\"og:description\" content=\"Ready to send your first invoice? 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