Creating an Invoice

1. To create an invoice, click the New Invoice button in the toolbar. The invoice details window will appear.
2. Select a customer by typing their name in the dropdown list, or click the yellow folder button to open the customer list.
3. Click the Add Item button to open the product selection window and choose an item to include in the invoice. You can also select an item by clicking the item cell and choosing from the dropdown.
4. To apply a discount to the entire invoice, click the Add Discount button. You can also apply a discount to individual items by entering the amount in the discount column. Read more about discounts here.
5. Click the Shipment button to include delivery costs.
6. Use the Payments tab to enter payment information from your customer.
7. Use the Message tab to add any additional notes to the invoice.
8. The system automatically recalculates the total in the summary row whenever you enter any value. The Paid and Balance fields are color-coded: light red indicates unpaid but not overdue, red means unpaid and overdue, and green means fully paid.
9. When you're done adding items, click the Save button. The invoice will appear in the invoice list and the Print window will open. You can print the invoice, save it as a PDF, or send it by email to the customer.