Invoice

Invoicing allows you to create and send bills to your customers for the products or services they've received. It's typically the first step in the sales process and serves as the basis for requesting payment.

Create Invoice

1. Navigate to Sales menu, click Create option in the top right corner.

2. Select Invoice option.

3. Fill in the necessary details for the invoice, including payee information, services requested, and pricing.

4. Choose from the following options:

   • Save as Draft: Save the invoice as a draft for future editing.

   • Save and Submit: Save the invoice and send it to the customer for review.

Options for Managing Invoice

To perform actions on an invoice, click the button next to the invoice. This reveals a dropdown menu with options for managing the invoice. Below are the available options

• View: View the details of the invoice without making any changes.

• Edit: Make changes to the invoice, such as updating quantities, prices, or adding/removing items.

• Void: Cancel the invoice if it's no longer needed or if there was an error in its creation.

• Clone: Create a duplicate copy of the invoice, which can be helpful if you need to create a similar invoice for another customer or transaction.