How to create an invoice?

How to create an invoice?

‚ÄčTo create a new invoice: - you can do so in 3 ways.


Method 1: From the Invoices module:

You can create a new invoice by clicking on the quick create (+) icon near the Invoices module on the side bar or by clicking on the +New button on the right top corner inside the Invoices module.


Method 2: From Sales order:

Navigate to the Sales Order that you wish to be invoiced. * Click on the Create button on the top of the page. * Select the Invoice option from the drop down. * You can also create invoices by clicking on the Invoices tab of the Sales Orders page and choose the option called New Invoice.


Method 3: From Contacts:

You can raise an invoice for a customer from the contacts module as well.

To do so:

  • Go to the Contacts page.
  • Navigate to the preferred contact.
  • Click on the New Transaction button.
  • Choose the invoice option from the drop down.
  • A new invoice page will open up.
  • Fill all details and click Save to create an invoice.

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