Invoice is an official document that is sent from the buyer to the seller it shows the goods and services rendered by your business and the payment information that the buyer has to make. It is also known as Bill or Sales invoice.
Click on the Invoice, Invoice List Page opens. There you can find the unpaid & paid invoices separately.
You can search for the particular invoices from the list as well.
How to Create an Invoice
- Click on the “+” icon to create a new invoice
- You can select the created customer from the list or can create a customer by a click on create customer.
- You can enter the details of the customer & save them to create the invoice. Also, you can import from your contacts to create an invoice.
- If you want to create an invoice without customer then click on create without customer.
- Select the date & due date
- Select the payment terms from the drop-down or create a new one by click on add terms
- You can enter the notes, terms of your business
- Select the place of supply from the drop-down
- You can add items by selecting Add items
- You can add multiple items and can edit the added items
- Enter the discount amount
- Enter the shipping charges
- You can also attach any documents
- You can add the terms & notes by click on the + Terms & Notes option
- Also, you can add comments to your invoice.
- Click on save to save the invoice.
How to Edit an Invoice
Click on the created invoice, the edit invoice page opens. There you can make the changes as you want then click on the save option in order to save the changes.
How to Delete an Invoice
To delete the created invoice, go to the invoice you want to delete and swipe from right to left. Alert message will show on the screen for confirmation. Click on YES to delete permanently.
