How to Create an Invoice? A Step-by-Step Guide!
Here are 3 Key Steps to Issue Your First Invoice:
Go to the sidebar on the left of your account and click on the "+" icon under "Invoices"
Enter the required invoice details, such as a unique serial number, customer information, and details about the services or products provided.
Choose whether to send the invoice immediately by clicking "Create and send" or to save it as a draft to send later by clicking "Create".
Step-by-Step Guide with Screenshots: Creating Your Invoice
Select INVOICES from the menu bar
Click CREATE INVOICE
You can also create an account by clicking the plus sign icon in the top menu bar
Choose the appropriate INVOICE TYPE
Each invoice type has to have separate series created in settings, or can be created during invoice creation step
Provide the necessary BUYER DETAILS
Seller's data can also be edited in the invoice creation window. Don't forget to activate the option in order to update it in the business settings.
Fill in your PRODUCT or SERVICE information
Add ADDITIONAL DETAILS if required
Click CREATE INVOICE
Updated on: 29/05/2024
Thank you!