Create Invoice

How To Create an Invoice

1. Press “+ Create New invoice” to fill in the new invoice information.

2. The admin user needs to select the customer first and then fill in the necessary details in each text (* indicates fields that are compulsory to be filled).
3. For the ‘Allowed payment modes for this invoice’, the user can select from the payment modes pre-added in the offline payment modes list (refer to the “How To Setup Payment Modes” section).
4. The invoice can be set as recurring or not, and the admin user is able to select the recurring time and cycle number.
5. For the item, the user can select from the items pre-added in the sales item list (refer to the “How To Setup Sales Items” section) or can directly type in the item text field. The tax rate needs to be selected from the taxes set by the user before (refer to the “How To Setup Tax” section).

6. If the user suddenly wants to add a new item to the sales item list, they can click the   add button beside the ‘add item’  . Then, the ‘Add New Item’ window will pop up. For the required actions, please refer to the How to Setup Sales Item section.

7. Reminder: If the user wants to input the discount, he/she needs to select the discount type first.
8. The system can also assist the user in merging invoices with the same customer and in unpaid status, if Once the invoice has been merged into a new invoice, the previous invoices can be marked as cancelled or directly deleted.