Invoicing

The invoicing tab allows you to manage all invoices from your customers.

Open

Manage Invoices

Once an invoice is generated it will land in the invoice section. 
You can update the status of the invoice as follows: 

• Draft

• Issued

• Paid

• Overdue

• Void

Export Invoices

• Select the invoices you would like to export. 

  • Using the check box select the specific invoices you would like to export. 

  • To select all invoices click on the check box at the top right hand corner. 

  • Click 'Export csv'.

Open

Create Invoices

1. To create a new invoice click the (+) on the main view. 

2. Fill in the following details: 

   1. Location: The location of the company. 

   2. Company: The company the invoice will be issued to.

   3. Date Issued: When the invoice was issued. 

   4. Due Date: When the invoice is due for payment.

   5. Notes: Any additional information for the customer. 

   6. Footer: A space to add legal terms or help text. 

   7. Products: Add the products that need to be included on the invoice.

3. To finish click 'Create Invoice'.

Fields marked with a * are mandatory