> 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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FY8qtOMnzGfAg5chRj2aA%2F0.png?alt=media)

In CRM, select the sales and go to customers

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FIiFt2UFsJlXoP1NZlW3M%2F1.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FolUGIRvWTggGNNuzaEuM%2F2.png?alt=media)

In detail page, go to detail tab

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F3jz1pvu3JIsszk8QArA0%2F3.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FTr2SYyaciRC4FK8RrDzn%2F4.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F1HNE3ClQ9S1Ynac3VJHU%2F5.png?alt=media)

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FNwhEkOjtECUYP4GUTaZy%2F6.png?alt=media)

Add the product details in Order Items

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F9CONk5CZbsvhue5ZQdJE%2F7.png?alt=media)

Add discount and tax if any and click on the next

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FLU8sQLu3zj3DaKk2xV3m%2F8.png?alt=media)

Check the review of created invoice

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FVL0DwD33duL8hQv9BigG%2F9.png?alt=media)

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FIZPLhgchnVggmkhZ3dFi%2F10.png?alt=media)

A record will be added in the Invoice details

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F3qoaIXbTh9ddRyAZInNU%2F11.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FLUTfTSErwlmVmBKbCBa7%2F12.png?alt=media)

User can select any field to edit

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fttze4FNV3ZGoApZ3iyeq%2F13.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fw9hiFeS2EM5SKgFAlrC5%2F14.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F5MJJLhxsV6ErPAlreETL%2F15.png?alt=media)

Add the product

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FVIrQFEmqCYCT9K976Twe%2F16.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FckTVk5jLVuyB0OXa8ceP%2F17.png?alt=media)

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F66FkD7QyZ4AekJSrtvUC%2F18.png?alt=media)