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.
Last updated
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.
Last updated
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.
You can see all the details of your invoice. Here you can Download/Print invoice details and share them on WhatsApp
Edit the changes and Save
Give your confirmation in the popup and the record will be deleted
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.
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
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