Step 1: Go to Sales and select Invoices
First, go to sales on the left-hand side of the dashboard. After clicking on 'sales', A drop-down menu appears.
Select Invoices from the drop-down menu and click on "Create Invoice” from the top right-hand corner of the screen.
Step 2: Fill in the customer's details.
You can select existing customers from the drop-down list or add new customers by typing in their details manually.
(And fill in the necessary details like due date, reference number, etc.)
Step 3: Fill in the details of the products.
You can select existing products from the drop-down list or add new products by typing in their details manually.
To add more products, click on ‘+ Add New Product’, which will add new item rows.
Also, Click on ‘+ Add to bill’ and add the rest of the product details like quantity, category, discount, etc.
Step 4: Fill in other required fields
Also, add additional charges (if applicable) and create or edit notes, as well as terms and conditions.
Step 5: Add your signature and click “Save”.
Your Invoice is ready.
You can now share it via WhatsApp, SMS, or Email with your customers.