How to create an invoice in Books?

TB Books · invoices · Last updated September 23, 2026 · Version 1

This process works in apps: TB Books, TB POS

This article will teach you how to bill a customer, review tax and totals, and finalize so the invoice posts correctly.

Invoices bill customers and, when finalized, post to the general ledger and decrement stocked items. Create them directly under Orders → Invoices or convert from a quote/work order to preserve line history. Displayed currency amounts should use formatted numbers with thousands separators in the Books UI.

Steps

• Open Orders → Invoices.
• Click New Invoice, or convert from a work order/quote.
• Confirm customer, location, and line items. For Generic Parts (SKU GP), fill Cost as well as Price — that line does not change on-hand quantity.
• Review tax, discounts, and totals — verify formatted currency matches what you expect to collect.
• Save or finalize according to your workflow.
• If stock is insufficient, resolve inventory or adjust lines before finalizing.
• Collect payment separately under Payments if the invoice remains open.

Conclusion & best practices

A posted invoice can still be edited when Settings → General → Allow Users to Edit Invoices is on. The payment stays applied, and a higher total reopens the balance. Void is for cancelling the whole invoice, and a paid invoice cannot be voided until its payment is voided. Never delete a voided invoice expecting another reversal — that pattern corrupts the journal entry and average cost.