Creating an Invoice (Step-by-Step)

Invoices are created from the Customer tab for a saved customer record. Invoice Creation Process:

1. Navigate to the Customer tab
2. Locate the desired customer and click the Create Invoice button
3. Required Fields:
   • Email Address: Enter the customer’s email address (the invoice will be emailed to this address)
   • Invoice Number: This field auto-populates with the next sequential invoice number
   • Amount: Enter the amount due for the invoice. The Total Amount field auto-populates with the same figure

Due Date: Enter the date by which payment is expected