Invoice

Invoice is a critical element in the sales process, as it formalize payment requests,record transactions,ensure legal compliance,aid in financial management, and contribute to efficient communication.

Create and Manage Invoice

You can add an invoice to the customer’s details page

To add invoice

Go to the Sales menu and click on the customer sub menu

In Customers click on the Customer’s name to enter in details page

Click Other on the details page

In details, click on +Invoice to add a new invoice

Add all the details and Save

Your invoice will get added to Invoice Details.

View Invoice

To view the Invoice, click on the Action menu (3 vertical dots) in the Invoice details List for the Invoice that you would like to view and click the View button.

You can see all the details of your invoice. Here you can Download/Print invoice details and share them on WhatsApp

Edit Invoice

To edit the Invoice, click on the Action menu (3 vertical dots) in the Invoice Details List for the Invoice that you would like to view and click the Edit button

Edit the changes and Save

Delete Invoice

To delete the Invoice, click on the Action menu (3 vertical dots) in the Invoice Details List for the Invoice that you would like to delete and click the Delete button

Give your confirmation in the popup and the record will be deleted