Create Invoice

Edit and View Invoice access is required.

Step 1

Navigate to Dashboard, select Invoices on the Side Navigation Menu.

Click Add Invoice.

Step 2 (Option 1) - Current Customer

Choose a Customer for this Invoice.

Step 2 (Option 2) - New Customer

You can start an Invoice and add a new Customer in one step.

Step 3

Click Save. A new Invoice will be created. Click Edit.

Step 4

Update fields as needed.

Section 1 - Primary Details

• Due Date - Invoice Due Date.

• Discount - Discount amount to be applied, if applicable.

• Tax Rate - Tax rate on Items, if applicable.

• Main Contact - Select contact from requesting Account.

Section 2 - Shipment Address

Section 3 - Order Items

How do I add an Invoice Item?How do I edit an Invoice Item?How do I delete an Invoice Item?

Section 4 - Notes

Add note as needed. The Customer will also see and update this note.

Step 5

Click Save or Submit to Customer to send to Customer.

If you choose to Submit to Customer, confirm Submit. An email notification will be sent to the Customer and this Invoice status will update to OPEN.