> For the complete documentation index, see [llms.txt](https://help.quickappflow.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.quickappflow.com/product-guides/crm/create-invoice.md).

# Create Invoice

User can create an invoice in customer

To create an invoice,

Go to CRM

![](/files/sckhKdWlDNJIu6BQ4770)

In CRM, select the sales and go to customers

![](/files/tocSaC7LALX4YnKcYe9G)

Select the customer and click on the customer name to open the detail page

![](/files/yulUgISGSzMf6CrdmShs)

In detail page, go to detail tab

![](/files/2XLQ9vDxsHW51E3pLk6F)

In detail tab go to invoice details and click on +Invoice

![](/files/NssVTkdZ1JZMXxpI4vTk)

Add all the details of invoice in Details tab and click on next

![](/files/cPB3F6VL8YEZn7sxaBTM)

![](/files/HejNvlTT19tNH1hERM3b)

Add the product details in Order Items

![](/files/SGinr2sUFcD94WeI2VDb)

Add discount and tax if any and click on the next

![](/files/jj0I5dV6AZyCIpMXoq9i)

Check the review of created invoice

![](/files/7pIsbpRwsOVoL09w03jI)

![](/files/1Rkf2KvNOeAZhlTFkUMK)

A record will be added in the Invoice details

![](/files/4sDeay6GFlzpvLTZkz5r)

To edit the invoice, click on the 3 dots and select the edit option

![](/files/QjNVlyk6kuidqacf2V4A)

User can select any field to edit

![](/files/HrgXDruewUDy05rktcxV)

If user wants to change the quantity of added product it can be edit in the edit option

![](/files/B9roiD7kUbNErBbePsZW)

If user wants to add a new product, click on Add new

![](/files/tzyz2Q1UJK1RM27ByS8E)

Add the product

![](/files/HYSchqI5KY6YJF9SJGr4)

User can edit the added discount and tax, and it will be reflected on the review page

![](/files/SZ1Yfms4f6LrLE6m8BoO)

![](/files/fZSntulOFBFdAdODGyTP)
