How do I create an invoice?

To create an invoice:

  • Go to the Sales module on the left sidebar.
  • Select Invoices.
  • Click the + icon or the + New button on the top right corner of the page.
  • Fill in details such as Customer Name, Invoice Date, Item Details and so on.
  • Click Save.

Note:

  1. You need to select the VAT Treatment of your customer if it has not been selected while creating the contact.
  2. Fields in red are mandatory, others are optional.

Creating New Invoice
Creating New Invoice

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