How to create an invoice

In order to create an invoice, you need to fill in the necessary fields in the invoice creation form:

In the From section, you must specify the name of the company from which the invoice is issued, as well as, if necessary, address data and an email address.

In the To section, you need to indicate to whom the invoice is issued, if a customer has already been created, then you need to select it from the list, if not, then click on the Add contact button, the form for creating a customer will open.

Also fill in other fields:

Invoice ID is an option to specify the invoice ID (by default, it is generated automatically)

P.O.# - if necessary, you can specify a unique transaction number

Date - the date of issuing the invoice, the current date is selected by default.

Terms - specify the invoice payment term, by default it is 7 days.

Due Date - specify a specific invoice payment date

Reference - if necessary, leave a reference on the invoice

In the Description field, specify the description of the unit for which the invoice is issued, specify the quantity, and also specify the price.

You can add a new item by clicking the Add item button.

It is also possible to leave additional details in the Additional Details field.

It is also possible to specify a Tax or Discount in a percentage ratio or in a fixed amount.

It is possible to leave a note in the Vendor Notes field, it will be displayed on the invoice, and also indicate the Terms and Conditions.

In the Schedule Reminders section, you can set up invoice payment reminders. Check the corresponding checkbox and reminders about the need to pay the invoice will be automatically sent to your customer's email address.

After filling in the necessary fields and setting up reminders, you need to click on the Save button, the invoice will be saved in the list of invoices.