Creating a New Invoice

1) On the Invoice Index screen, click the “New” button to create a new invoice.

2) In the “Details” column, fill in the fields such as the invoice date, payment terms, and due date.

3) From the “Customer” dropdown, search for and select the customer.

4) You can also create a new customer here by entering the name and clicking the “Add” option.

5) In the “New Customer” popup, complete the form and click the “Save” button.

6) In the Items section, search for and select the products or services you want to include.

7) Adjust the quantity.

8) Apply a discount by selecting either a percentage (%) or a fixed amount ($) from the dropdown. Apply a discount by selecting either a percentage or a fixed amount from the dropdown.

9) Click “Apply Tax” if needed.

10) Specify the warehouse location from which the item will be taken.

11) If needed, click the “Remove” button to delete the item from the current invoice.

12) Use the “Drag to reorder” button to change the order of items.

13) Click the “Add Item” button to add a new item.

14) You can also create a new product on the fly by entering its name and clicking the “Add” option.

15) In the “New Item” popup, complete the form and click the “Save” button.

16) In the Total Summary, select the tax rate for the invoice.

17) Add any relevant customer notes or internal back-office notes.

18) Finally, click the “Save Draft” button.