Invoices:
An invoice is a list of goods sent or services provided, with a statement of the sum due for these; essentially, it's a bill.
To generate a new invoice, click on "Sales" and select "Invoice." Three options immediately become available for you to choose from:
1. Create a new invoice
2. Recurring invoices
3. Batch payment
- Recurring invoices are invoices registered in your database that appear multiple times for specific, and sometimes differing transactions.
- Batch payments are invoices scheduled and arranged to be paid in different parts. A click on "Batch payments" shows you the list of all these invoices.
Creating a new invoice, click "new invoice," and fill out the form appropriately.
It is crucial to accurately complete the fields at the bottom of the form, which require information such as items, description, quantity, rates, taxes, and amounts, along with their sub-totals before you proceed to "save as draft" or "save" as the final invoice.
Once the invoice has been saved, it will be registered and numbered.
You can now view your invoice in the list of invoices. Click "View" under your invoice to get a detailed display of it, with the additional option to "download."
When you click the "edit" option under your saved invoice, you will have more options: view, tasks related to the invoice, the activity log of the invoice, reminders, notes, email tracking, viewing tracking, and toggle options. Also available are edit, download, a drop-down feature called "more," and a payment feature.