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Invoice

Manage invoices​

  1. You can generate invoices which are detailed statements of charges for services or products delivered to clients.

  2. You can also ensure that all relevant information such as services provided, amounts due, and client details are accurately recorded.

Generate a new Invoice​

  1. Navigate to the 'Invoice' tab.

  1. Click on the "Create Invoice" button.

  1. Fill in the required fields that appear, such as client details, services or products provided, prices, and other necessary information.

  1. Once all details are entered, click the "Save" button to finalize and save the invoice.

To generate an invoice for a client in the Invoice Tab, you'll include the following details:

  1. Client Company: The name of the client's company or organization.
  2. Serving Company: Your company's name or identifier.
  3. Invoice Number*: A unique identifier for the invoice.
  4. Payment Status: Whether the payment for the invoice is pending, paid, or overdue.
  5. Invoice Date*: The date when the invoice was issued.
  6. Due on Receipt: Whether payment is due upon receipt of the invoice.
  7. Heading: A main title or heading for the invoice.
  8. Sub Heading: An optional subheading for the invoice.

Additionally, you can include:

  1. Additional Charges: Any extra charges incurred and added to the invoice.
  2. Discount Given: Any discount offered to the client.

Edit the saved Invoice​

  1. Access the Edit Feature: Locate and click on the 'Edit' icon next to the invoice entry you want to update.

  1. Modify Invoice Details: Adjust or add new information to the invoice as required, such as invoice amounts, line items, payment terms, or due dates.
  2. Confirm and Save: After making changes, click the 'Save' button to ensure all updates are correctly saved to the invoice record.