How to Create an Invoice in Jeramyl

What invoices are for

Invoices are how you bill customers for products or services you have delivered. Each invoice states what was provided, the amount owed, and the due date for payment. When a customer pays, you record the payment against the invoice so your income is accurately reflected in your books.

In Jeramyl, invoices also serve as the link between the money you are owed and your income records. When you mark an invoice paid, the payment is recorded as an income transaction — keeping your Profit & Loss report, cash flow, and outstanding balances accurate without extra data entry.

Before you create an invoice

A few things to have ready before opening a new invoice:

• Customer name: You will need at least a customer name. You can create a new customer inline when creating the invoice.
• Line items: Know what you are billing for — description, quantity, and unit price for each item or service.
• Issue date and due date: The date you are issuing the invoice and the date payment is expected.
• Tax details (optional): If you charge tax on this invoice, have the rate or tax category ready.

Open the Invoices page

1. Sign in to Jeramyl at app.jeramyl.com.
2. In the sidebar, click Invoices.
3. The Invoices list shows all existing invoices sorted by status and due date.

Create a new invoice

1. On the Invoices page, click Add.
2. A new invoice form opens. Fill in the customer, line items, dates, and any other details.
3. Review everything before saving — once issued, the invoice is visible in your list.
4. Click Save. The invoice appears in your list with the appropriate status.

The sections below walk through each field in detail.

Add customer details

Every invoice must be linked to a customer. Customers track who owes you money and give you a consolidated view of each client's invoices and payment history.

1. In the customer field, start typing the customer's name.
2. If the customer already exists in Jeramyl, select them from the dropdown.
3. If the customer is new, type their name and create them inline — you can add contact details to their profile later from the Customers section.

Add line items

Line items are the individual products or services you are billing for. Each line item has a description, quantity, and unit price. Jeramyl calculates the line total and the invoice subtotal automatically.

1. Click Add line item (or the equivalent add row button).
2. Enter a description of the product or service.
3. Enter the quantity and unit price.
4. Jeramyl calculates the line total. Repeat for each additional item.

Set issue date and due date

Two dates control how Jeramyl displays and ages your invoice:

• Issue date: The date the invoice is created or sent. This is typically today's date.
• Due date: The date payment is expected. Common terms are Net 7, Net 14, or Net 30 — meaning payment is due within 7, 14, or 30 days of the issue date.

Once the due date passes without a recorded payment, the invoice status automatically changes to Overdue.

Add tax and category details if needed

If your invoices are subject to sales tax, GST, VAT, or a similar charge, you can add a tax rate to your invoice. The tax amount is added to the invoice total and included in your Tax Summary report.

You can also assign an income category to the invoice — for example, "Consulting income" or "Product sales." Categorizing income helps your Profit & Loss report and Tax Summary reflect where your revenue comes from.

Review and save the invoice

Before saving, review the invoice one final time:

• Customer name is correct
• All line items are accurate — description, quantity, unit price
• Issue date and due date are correct
• Tax rate is applied if required
• Invoice total matches what you intend to bill

Once you are satisfied, click Save. The invoice is now recorded in Jeramyl and appears in your Invoices list with a Waiting status — meaning it has been issued but not yet paid.

Understand invoice statuses

Every invoice in Jeramyl has a status that shows where it stands in the payment lifecycle.

Download or send the invoice PDF

After saving, you can download the invoice as a PDF and send it to your customer by any means — email, messaging app, or print.

1. Open the invoice from the Invoices list.
2. Click the Download PDF button (or the PDF / print option).
3. Save the file and send it to your customer.

Send via Connected Gmail Pro

If you have Connected Gmail set up, you can send the invoice PDF directly from your Gmail address within Jeramyl — without leaving the app.

1. Open the invoice.
2. Click Send via Gmail (or the send option).
3. Confirm the recipient address and message, then send.

Mark an invoice as paid

When a customer pays, record the payment in Jeramyl to keep your books accurate. Mark as paid records the invoice as fully paid — the invoice status changes to Paid and the payment amount is added as an income transaction.

1. Open the invoice from the Invoices list.
2. Click Mark as paid (or Link payment).
3. Enter the payment date and confirm the amount.
4. Save. The invoice status updates to Paid and the income transaction is created automatically.

Follow up on unpaid or overdue invoices Pro

Overdue invoices need active follow-up. Jeramyl's follow-up tracking helps you keep track of which customers you have contacted and when, so nothing slips through.

1. Open an overdue or unpaid invoice.
2. Click Update follow-up and set a follow-up date — the date you plan to contact the customer.
3. The invoice is now marked with a follow-up reminder visible in the Invoices list.
4. After you have contacted the customer, click Mark followed up to clear the reminder.
5. If the invoice remains unpaid, set another follow-up date to keep the chain going.

Recurring invoices Pro

If you bill a customer the same amount on a regular schedule — weekly, monthly, or quarterly — recurring invoices save you from creating the same invoice manually each time. Jeramyl tracks the recurring invoice and generates the next one automatically on the schedule you set.

Recurring invoices are useful for:

• Monthly retainer clients
• Subscription-based services
• Regular maintenance or service contracts
• Any repeat billing arrangement with consistent amounts

Best practices

• Always review invoice details — customer name, line items, dates, and total — before saving or sending.
• Use clear, descriptive line item names so customers understand exactly what they are paying for.
• Set realistic due dates and state your payment terms clearly on the invoice.
• Record payments as soon as you receive them to keep your income records and outstanding balances accurate.
• Use follow-up dates to stay on top of overdue invoices — consistent follow-up improves collection rates.
• Check the Invoices list weekly to catch any invoices that have become overdue without a payment.
• If you use Bank Reconciliation, confirm that recorded invoice payments match your bank statement during your monthly reconciliation. See the Bank Reconciliation guide.
• For repeat clients on consistent amounts, set up Recurring invoices to save time each billing period.

FAQ

Related guides

• Jeramyl Knowledge Base — full help center index
• Estimates — quote customers before work begins and convert to invoice
• Customers and Statements — view customer payment history and generate statements
• Transactions and Receipts — record and review income and expense transactions
• Bank Reconciliation — match invoice payments to your bank statement
• Pricing — compare Free, Pro, and Business plans