Step 1: Go to “Sales” and select “Invoices”.
Now, click on "Create Invoice” from the top right-hand corner of the screen.
Step 2: Enter the invoice number
Click on the number box beside the invoice prefix present at the top of the screen and enter the Invoice number
Note: The numbers succeeding the number you have entered will be used for your future invoices.
Step 3: Fill in the customer's details.
You can select existing customers from the drop-down list or add a new customer by typing in their details manually.
(And fill in the necessary details like due date, reference number, etc.)
Step 4: 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 5: Fill in other required details
Add additional charges (if applicable) and create or edit notes, as well as terms and conditions.
Step 6: Add your signature and click Save.
Your Invoice with your choice of invoice number is ready, and you can share it via WhatsApp, SMS, or Email with your customer.
