How to Create Invoice?
There are two options for creating new Invoice:
1 : From customer details screen select New Invoice, it will create new invoice for particular customer directly.
2 : From toolbar click on + button and select invoice.
On selecting any of this two options it will open new invoice page, in that you can fill information like:
1 .0 : Customer Details:
1.1 : Here you have to select customer from customer list or you can add new customer or import from device contact.
1 .2 :Address
1 .3 :You can fill billing and shipping address.
2.0 : Invoice Details:
2.1 :Here you can set Date, Due Date, Invoice number, P.O. number, PDF sub title, Currency.
2.2 :You can also set Shipping method and Shipping cost, Discount in % or amount and also set apply discount before tax or not.
2 .2 :Also select Recurring option for Invoice.
3.0 : Tasks:
In task section you can enter multiple task at a time by selecting from task list which will open on clicking “Add Task” button.
3.1 :You can also manually enter task one by one by entering values to task name, hour and rate.
3.2 :You can select maximum two taxes for each task by click on “select tax” button and can add new task by selecting “+” button.
4.0 : Products:
4.1 :In Product section you can enter multiple Products at a time by selecting from Product table which will open on clicking “Add Product” button.
4.2 :You can also manually enter Product one by one by entering values to Product name, quantity and unit price.
4.3 :You can select maximum two taxes for each Product by click on “select tax” button and can add new Product by selecting “+” button.
Notes and Terms:
1 : You can add notes and Terms and condition in related field.
After fill above details click on Save button, it will save invoice.