How-to

Create Invoice

  1. 1

    To create an invoice, click on the Create Invoice button.

  2. 2

    A Create Invoice form will open. Fill the Invoice Details section.

  3. 3

    Enter the Billing & Shipping Address details as required.

  4. 4

    Select the Product Name. To add more than one product, click Add More.

  5. 5

    Fill the Additional Details section, including Bank Details and other important information.

  6. 6

    In Is Send Invoice on Email, choose whether to email the invoice. Select the senders Mail ID, enter the Receivers Email, add a subject, and review the content.

  7. 7

    When all details are filled, click Save Invoice. Your invoice will be created successfully.

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Pro Tip: Fill Invoice Details Carefully

Always double-check customer details, product information, and email IDs before saving the invoice. This ensures accuracy and avoids errors in billing.