Overview
Invoices are formal requests for payment issued to customers for goods or services provided.
Steps to Create an Invoice
Navigate to Invoices
On the dashboard: BI → Invoices.Click “Create Invoice”
Tap the + Create Invoice button.Complete Invoice Details
Customer Name
Invoice Date
Due Date
Item List:
Item description
Quantity
Discount
Unit price
Tax/Discount: Apply if needed
Invoice Number: Auto‑generated
Preview Invoice
You must preview the invoice before sendingSave & Send
Save
Send to customer by email and copy the link
After Creating
Tela tracks:
Invoice status (Sent / Viewed / Paid)
Payments & receipts
Aging & reports