How to Create an Invoice
1. Access the Invoices Section:
- Log in to your account and navigate to the Invoices or Billing section.
2. Create a New Invoice:
- Click on the "Create New Invoice" or "New Invoice" button to start the process.
3. Enter Business Information:
- Business Address and Contact Details: Ensure your business address, phone number, and email address are accurately entered. This information will appear on the invoice.
4. Add Title and Logo:
- Title: Enter the title for the invoice, such as "Invoice" or a specific identifier like "Invoice for [Project/Service]."
- Summary: Provide a brief summary or description of the invoice purpose.
- Logo: Upload your company’s logo to personalize the invoice.
5. Enter Invoice-Specific Details:
- Invoice Title: Enter a specific title or reference for the invoice, if different from the general title.
- Summary Example: Include a short summary or description of what the invoice covers.
6. Bill To:
- Select Customer: Choose an existing customer from your list or Add Customer if they are not already in the system.
7. Invoice Number:
- Enter a unique invoice number or let the system auto-generate one for tracking purposes.
8. Invoice Dates:
- Invoice Date: Specify the date when the invoice is issued.
- Payment Due Date: Set the due date by which the payment should be made.
9. Add Items to the Invoice:
- Item: Enter the name or description of each item being invoiced.
- Details: Provide additional details or specifications for each item if needed.
- Price: Specify the price for each item.
- Quantity: Indicate the quantity of each item.
- Total: The total cost for each item (Price × Quantity) will be calculated automatically or manually entered.
10. Calculate Totals:
- Sub Total: The total cost before applying discounts or taxes.
- Discount: Apply any discounts if applicable. Enter the discount amount or percentage.
- Grand Total: The final total after applying the discount. The system will calculate this automatically.
11. Add Footer (Optional):
- Footer: Add any additional notes or terms at the bottom of the invoice, such as payment instructions, thank-you messages, or legal disclaimers.
12. Review and Save:
- Review all entered details for accuracy.
- Click on the "Save" or "Submit" button to finalize the invoice.
13. Send or Print:
- You can now send the invoice to the customer via email or print it for physical delivery.
