7   Invoice

Create and Update Invoice

Convert Quotation to Invoice

1

 In your quotation detail page, click “Action” from top right and select “Create Invoice” from dropdown list.
 
 
  • Step 1: Click “Action” dropdown menu
  • Step 2: Click “Create Invoice” from the dropdown list

2

 You will then be redirected to New Invoice page, where the customer details and items from quotation retain. You can review the invoice details and click “Create” to generate a new invoice.
 
 
  • Step 1: Check and update your invoice details
  • Step 2: Click “Create” to create a new invoice or “Save As Draft” if you would like to update the invoice later


Create Invoice

1

 Select “Invoices” from left menu. In the Invoices page, click “Add new Invoice” button on top right.
 
 
  • Step 1: Click “Add New Invoice” to proceed

2

 In Add New Contact page, fill up the necessary field.
 
 
  • Step 1: Select customer from the dropdown list
  • Step 2: Update and modify invoice details
  • Step 3: Add title for your invoice
  • Step 4: Add items for your invoice and fill up the details, unit and price.
  • Step 5: Add special notes for your customer
  • Step 6: Click “Save” to create invoice or “Save As Draft” to update the invoice later

3

 If you are first time in creating Invoice, you will see a confirm message pop up.
 
 
  • Step 1: Check this box if you want to skip this step next time
  • Step 2: Click “Yes” to email customer or “No need” to return to dashboard

4

 Notification on top indicate the success of record creation.
 
  Notification box indicate the success of record created.


Update Invoice

1

 To update your invoice, go back to Invoice page, click the invoice that you want to update.
 
 
  • Step 1: Click Invoice that you would like to update

2

 Update your invoice details and click “Save”, and you have successfully update your invoice record.
 
 
  • Step 1: You will see the success update notification message appear after save the updated records
  • Step 2: Update the invoice details
  • Step 3: Click “Save” to proceed

3

 You can do a quick update of invoice status to “Paid” or “Not Paid” from Invoices page.
 
 
  • Step 1: Click “Cleared” button to change status to “Paid”. Click “Revert” to change the status to “Not paid”
  • Step 2: After you click the action button, a confirmation screen will pop up. Click “Yes” to confirm and proceed with the changes