Invoice Creation

How to create/manage Invoices:

  • You can find Invoices on the left side of the page.
  • Alternatively, you can also find it under Finance.
  • To Create an Invoice, click ‘+’ as shown
  • Fill in all the details and then click ‘Save’
  • To Update the Invoice, please see below:
  • You can send, download and print as shown below.
  • You can delete an Invoice using Delete option.
  • You can Mark an Invoice as Draft or Cancelled.
  • You can Filter your Invoices by Status and Customer as shown.
  • While Creating an Invoice, you can make it Recurring and also change the status to Paid using the toggle bar as shown: