Step-by-Step: How to Create a Regular Invoice
Follow these simple steps to issue a standard (regular) invoice in NuMetric. This is ideal for everyday sales and e-invoicing compliance.
To Create a Regular Invoice:
Go to the Sales section.
Click on Regular Invoices.
Click Create Invoice.
Select the Customer Account.
(Optional) Choose a Project to link this invoice if using the Project Module.
This allows tracking income, expenses, and profit for specific jobs.
Enter the Purchase Order (PO) Number if applicable.
Select the Invoice Date (usually today's date).
Set the Payment Due Date.
Click Add a Line to insert items or services sold.
Click Create Invoice to finalize and issue.
✅ Once submitted, the invoice is ISTD-compliant (Jordan) and ready to be shared or submitted as needed.
Step by Step:
1. Navigate to "Sales"
2. Select and Click "Regular Invoices"
3. Click "Create Invoice"
4. Select a Customer Account
5. Select a Project if applicable.
💡Projects
The Project Module allows you to track income, expenses, and profitability for specific projects or jobs.
6. Fill in the Purchase Order you Received.
7. Select Invoice date - Should be Creation Date
8. Select Payment Due Date
9. Click "Add a Line" to add items you sell.
10. Click "Create Invoice"
