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Creating New Invoice

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Bytimothy A
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Overview: 

Creating a new invoice allows you to generate a bill for products or services provided to a customer. This helps ensure accurate billing, track payments, and maintain organized financial records for your business.

Follow these steps to create a new invoice:
Step 1: On your Dashboard, scroll down to the Sales section and click on Invoices.
Step 1: On your Dashboard, scroll down to the Sales section and click on Invoices.

Step 2: You will then be navigated to the Invoices tab.

Step 2: You will then be navigated to the Invoices tab.

Step 3: Click the + New Invoice to proceed.

Step 3: Click the + New Invoice to proceed.

Step 4: You will then be navigated to a new page where you can create your invoice.

Step 4: You will then be navigated to a new page where you can create your invoice.

Step 5: Enter the invoice title, PO number, and set the send date and due date.

Step 5: Enter the invoice title, PO number, and set the send date and due date.

Step 6: You can also enable Bypass Dual Pricing by toggling the switch on, as well as choose the sending options, email, SMS, or both.

Step 6: You can also enable Bypass Dual Pricing by toggling the switch on, as well as choose the sending options, email, SMS, or both.

Step 7: Next is the billing section, where you can add multiple customers as needed.

Step 7: Next is the billing section, where you can add multiple customers as needed.

Step 8: Next is the Line Items section, where you can select the items for the invoice.

Step 8: Next is the Line Items section, where you can select the items for the invoice.

Step 9: The Payment Terms section allows you to choose between Pay in Full or Split Payments. If you select Split Payments, you will be prompted to set the quantity, and the system will automatically display the amount for each payment.

Step 9: The Payment Terms section allows you to choose between Pay in Full or Split Payments. If you select Split Payments, you will be prompted to set the quantity, and the system will automatically display the amount for each payment.

Step 10: Lastly is the Add-Ons section, where you can add additional notes, attach files to the invoice, and include internal notes as needed.

Step 10: Lastly is the Add-Ons section, where you can add additional notes, attach files to the invoice, and include internal notes as needed.

Step 11: You can then import a template or save your invoice as a template via the Actions dropdown menu.

Step 11: You can then import a template or save your invoice as a template via the Actions dropdown menu.

Step 12: There’s also a dropdown menu next to the Save and Send button that allows you to save your invoice or send a test to yourself.

Step 12: There’s also a dropdown menu next to the Save and Send button that allows you to save your invoice or send a test to yourself.

Step 13: Once you’re done setting up, click Save and Send to proceed.

Step 13: Once you’re done setting up, click Save and Send to proceed.

Step 14: A pop-up window will appear, letting you view your invoice details.

Step 14: A pop-up window will appear, letting you view your invoice details.

Step 15: Click the Send Invoice button to send it on the scheduled date.

Step 15: Click the Send Invoice button to send it on the scheduled date.

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