Step 1: Go to the “Create” section
Select “Invoices” under the Create section.
Step 2: Fill in the customer’s details.
Click on the “Select Customer” option
Now, select or search for the customer you want to create the invoice for.
You can also create a new customer profile by clicking on the “add customer” button.
Step 3: Fill in the product details.
Click on the “Add Products” option and select or search for the product you would like to add. Now click on “+” to add the quantity of the product.
or click on “+ Add New Product" at the top of the screen and type in their details manually.
Step 4: Fill in the other required details.
If applicable, add additional delivery or packaging charges. You can also create or edit the notes as well as the terms and conditions.
Step 5: Click on “create”.
Now, add your signature and click on the “Create” option present at the bottom of the screen.
Your invoice is ready
Step 6: Record the payment
Select the “Record Payment” option present at the bottom of the screen.
A pop up appears. Here, enter the amount paid and select the mode of payment.
(You can also change the payment date, select the bank account, and add notes.)
Step 7: Click on “Record”.
Click on the “Record” option present at the bottom of the screen.
Congratulations, you have successfully recorded your payment and a pop-up appears at the bottom of the screen informing the same.
