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Steps to create an invoice


Step 1: To create an Invoice click on the "add invoice" button as shown in the screenshot below. An Invoice form will open-up with different formats, select the suitable format and fill the necessary information as shown in the following steps.

Add invoice



Step 2: If you are invoicing a new client click on the add client button and if you are invoicing an existing client, type the clients name and select from the suggestions list.

Add client



Step 3: If you are invoicing a new client as noted above please click on the “add client” button, this action will pop-out a client details form. Please fill out the details like client name, client VAT number (if applicable), address etc., and click on “Save” button.

client details



Step 4: If tax is applicable on the invoice, please select appropriate tax from the drop down and provide the tax rate against the line item.

Invoice details



Step 5: Fill out the required information for creating the invoice as shown below. Provide information of product or service in the description section. In case you are selling a product, you may add the product by clicking on “add product” button, which appears when you start typing in the description section (this is optional though) and if it’s a customized service, you may just type the details.

Invoice details



Step 6: Click on ‘Generate Invoice’ button to create invoice after providing all the required information. Please take note, you have option to add specific notes and terms and conditions, if any, related to the invoice.

Invoice details



Step 7: That’s it! Your invoice is ready. You can now choose from the available styles. These styles present the same invoice in a few different ways. You can choose the style, you like the most.

Invoice details



Step 8: Down, below the invoice, you will see quite a few options like PDF, you can click on it to generate the PDF version on the invoice, which can be printed. The other options include edit, email etc., you may explore all of them.

Invoice details



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