Step 1: Click on "Invoice".
Click on the "Invoice" option under the Create section.
Step 2: Fill in the customer’s details.
Click on “Select Customer” and select the customer you want to create the invoice for or create a new customer profile by clicking on the “Add customer” button.
Step 3: Fill in the product details.
Click on “Add Products” and select/ 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: Add additional details.
Add additional delivery or packaging charges (if applicable) and 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 page.
Congratulations You have successfully created a new invoice.
Step 6: Record the payment.
Select the “Record Payment” option present at the bottom of the screen and click on the check box near “Click here to settle from Advance Payments”.
Now, click on the “Proceed” option present at the bottom of the screen.
Congratulations! You have successfully recorded your customer payment from advance payments and a pop-up appears on top of the screen informing the same.
