Below is how to create invoice
There are 2 ways to create invoice on the system
- You can convert the quotation to you created to an invoice
- You can create a fresh invoice
- From left panel click on Invoices
- Click New Invoice
- Selected your client
- Add invoice date and Due date
- You can manually select status if it's not unpaid
- You can select your prefer Invoice Template
- You can add Payment QR Code if you have
- Select your invoice currency
- You can toggle on the reoccurring if it's Recurring Invoice
- Add your product if you are not converting quote to invoice
- + Add Note & Terms
- When you are done click Save & Send
- The client will get the invoice via his/her mail.