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Then from Sales choose Invoices→ Add Invoices
Under the Invoices sections, you can view the list of invoices, add invoices, and quotes, and access the credit note list as well.
You will be redirected to the Add New Invoice page, where you need to go through some steps.
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You can customize your own Invoice Templates to be used in previewing or exporting invoices. Learn more here. |
Whenever you receive payments, you can easily record them. The Payment page allows you to see all payments made on the invoice, with the option to print a receipt.
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| Learn more about how to settle payments on invoices in this guide. |
You can also send Invoices automatically from the system by using an embedded Email Engine and track all the related email conversations. Learn more here.
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