🔹Send invoices to a customer
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Last updated
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Go to Income --> Customer Invoices.
Click on +Add New Invoice towards the right of your screen.
Select the Customer Name from the drop-down list.
To add a new customer, click on +Add a Customer tab and fill in the details.
Enter the Invoice Number, Payment Terms, Invoice Date and Place of Supply.
Select the Product, review the Description, Quantity, Unite Price and VAT percentage.
To add more than one product to the invoice, click on +Add item button.
To create a new Product, click on the + Add New Product next to the +Add Item button and fill in the details. Select the Discount Type
Select "Fixed” and fill in the discount amount for fixed amount discount.
Select "Percentage” and fill in the discount percentage for percentage type of discount: the discount amount will be filled in automatically.
If needed, add:
Notes for the customer, for example your Bank Account details for the payment.
Receipt number and even upload a copy of the receipt as an attachment, including the description of the receipt attachment.
Click on Create and More to add another customer invoice.
Click on Create to create the Customer Invoice and move to another process.
The invoice(s) you created will appear in the list of customer invoices.