> 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/invoice.md).

# 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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FRReec4bnPsaJjborzxJe%2F0.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FsL59nbi9y37aP9Xwdjkc%2F1.png?alt=media)

Click **Other** on the details page

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FFW0yhhfdpBQnTco3BsIT%2F2.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F3BCxvdZgUqh1qdvv1VfE%2F3.png?alt=media)

Add all the details and **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fla9fITMvCX9t3ZRurTzW%2F4.png?alt=media)

Your invoice will get added to **Invoice** Details.

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FNcAnOI7gaw5yD5zFia4S%2F5.png?alt=media)

## View Invoice

To view the **Invoice**, click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FLnS8655ZbOsoosV7bVl2%2F6.png?alt=media) in the **Invoice details** List for the Invoice that you would like to view and click the **View** button.

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FMr7AWb4dAvzikSgVSKUY%2F7.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FeuXGh5FDbgMQdt42WwiK%2F8.png?alt=media)

## Edit Invoice

To edit the **Invoice**, click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FD6ArpyKPgEoWQiQ8CxLC%2F9.png?alt=media) in the Invoice Details List for the Invoice that you would like to view and click the **Edit** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FZltrh8TgdaMmdkUJzYqG%2F10.png?alt=media)

Edit the changes and **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FMxEPWPJgW6vqf0lPWZJy%2F11.png?alt=media)

## Delete Invoice

 To delete the **Invoice**, click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FLPfgyr4Yza728iBf7pRR%2F12.png?alt=media) in the Invoice Details List for the Invoice that you would like to delete and click the **Delete** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FaqoPRDkzLt6ek7czqvti%2F13.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FhITwPGMe20Y4SU8vKBYC%2F14.png?alt=media)