Creating invoices

Steps

1. From the homepage, click the Create Invoice and proceed to Login with your user account and password. Once loaded, select the Invoices tab from the left menu.

1. Select the [Create] button.

1. The new Invoice page will appear, and a dropdown of all of your customers will be shown.

1. Start typing the name of your customer to filter the list.

1. Select the customer to be invoiced.
2. If your customer is new and does not appear in your list, you can either abandon this invoice and create your customer first, or create your new customer right now.
3. To create your customer now, click the [New] button at the top of the customer list.
   Creating a new customer in an invoice.
   Once you have selected your customer move to the next step.
4. The "Invoice items" step will be shown. Start typing the name of your product to filter the list & select the first item to be included on the invoice.

1. If your product is not shown, you can either abandon this invoice and create your product first, or create your new product right now.
2. To create your product now, click the [New] button at the top of the product list.
   Creating a new product in an invoice.
   Once you have selected your product it will appear in the selection grid.
3. The product description, price and quantity are shown. You can edit these values and increase quantities. The corresponding line total will update automatically. NOTE: if you DO make changes to the invoices product lines, the changes will only be effective on this specific invoice. The main product entry will remain unaffected.

1. You can now add another product to this invoice, by clicking the [Click to select another item] button and selecting the product in the same way as before.

1. When you are done adding all your invoice lines, click the [Live preview] button. A panel will open and your new invoice will be shown.

1. At this moment you can inspect your invoice, add/remove invoice lines and changes prices and quantities. Totals will adapt and update automatically.
2. If you are ready to send your invoice click the [Finalise] button in the preview pane. If you want to just save this invoice as a draft, click the [Save draft] button. Draft invoices CAN be changed, finalised invoices CAN NOT.
3. If you clicked the [Finalise] button, the edit pane will dissappear, the invoice will no longer be a draft and the tasks panel will be shown.

1. Click the [Send] button from the list of tasks. The Email dialog will appear. Check that the contact details are correct for your customer or change them now.
2. Click the [Send] button, your invoice will be automatically emailed to your customer.

You are all done.