How to create a new invoice
To generate a new invoice, please see steps below:
- click on the top left menu to expand sections, choose “Create new invoice”
- completing the “Create new invoice” section will automatically generate a new invoice number for you. Note down this new invoice number.
- go to “Add new items to invoice”, select the newly generated invoice number
A few things to note:
- you can not enter a custom invoice number
- you need to create a new invoice before attaching products and services