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Create an Invoice

Add charge to New Client

Capture client's details and configure invoice information in the Invoice editor.

Existing Client

Select an existing client and capture the invoice details in the Invoice Editor

Invoice Editor Settings

By clicking on the “(change settings”) link in the first line under the table header, you will able to adjust these particular invoice settings:

Functions Sub-Functions Description
Invoice Date Date the invoice was captured.
Due Date Select a due date for the invoice.
PO Number This is an optional function if you work with Purchase Order numbers.
Discount Apply a discount to the invoice.
Payment Method Select the payment method applicable to the invoice.
Taxes Apply or deduct taxes to the invoice. If you have your tax settings set at Taxes then the invoice will by default inherit from those settings unless specified otherwise on a per invoice level.
create_an_invoice.txt · Last modified: 2014/11/07 20:36 by Jaco van Wyk