HOW TO ADD AN INVOICE
Step 1
Click on New and add invoices.
Step 2
Start typing the contact’s name in the search box, if the company is not present in
your system you will have to add the company by clicking on Add as
business/Individual.
Step 3
You will see a screen like this; enter all the details given in the boxes and save.
Step 4
Start typing your product’s name in the search box. If product is not added, the
system will give the option to add product. Put details of your product and add
the product.
Step 5
You can edit the payment date and the due date in the above window.
Step 6
You can enter a purchase order in the above window for your reference.
Step 7
You can enter the place of supply and the place of delivery in the above windows.
Also if you click on “same as billing address”, the contact billing address will be
saved in the system.
Step 8
You can enter all the invoice related costs / discounts in the above window and
then click on save.
Step 9
You can view the saved invoices by clicking on sales and then on invoices.
Step 10
You can edit the Invoice details by clicking on the name of the invoice.
Step 11
You can add a payment in an invoice by clicking on the above window.
Step 12
You can view invoice payments / view invoice online/download invoice in PDF
format / and send invoice through email by clicking on the above window.
Step 13
You can export all the invoice data in Excel by clicking on the given window.
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