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Version: 1.0.0

Creating an Invoice

How to create or add an Invoice?


In order to add an invoice be sure you have the following elements ready before hand:

  1. The customer/client
  2. The customer's main contact that will receive the invoice
  3. The tax
  4. The items that will be include in the invoice (optional)
  5. Payments types (online, or bank wire data)

Once those elements follow the following steps

  1. Click on Sales
  2. Click on Invoices
  3. Click on Add Invoice Button

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Select the client, and invoice date and click on Save.

Now you can proceed to either add the items manually or select the items from the existing catalogue.

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Each item owns it's own Tax. After filling the data click on the Save button.


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Time for actions


Now you can send, print, preview or clone the invoice.


It's important to understand 2 things:


  1. You can't delete the invoice if another invoice has been created after this one. 
  2. You can't modify the invoice if the administrator has select the option to freeze the invoice after sent

Only payments can now be attached to the existing invoice.


In financial terms you can either credit the invoice (EU) or cancel the invoice (US) in order to repair your balance sheets.





Tuesday, 11 March 2025, 10:08 PM
Created by: Ruvenss G. Wilches