What are One-Time Invoices?
From the Dashboard, select Invoice, and select Manual Invoices.
To create a new invoice, select Create Invoice.
You will be redirected to Create Invoice page.
Under Customer Details, search for an existing customer, or select Add new customer to create a new customer profile.
*If you want to learn how to add a new customer on Invoice creation, click here.
You will get an error in Customer Details if you leave it blank.
Now, go to Invoice Items section.
Select Add item to add your customer’s invoice items.
The Add Item slide-out modal will appear.
You can choose to filter by Category and Type and proceed to search for the Invoice item under the selected category/item type.
Selections available on filter and searchable items are for items/services/bundles that have been added on Products and Services module.
*If you wish to learn how to manually add an Invoice Item, click here.
Once you have added your customer’s invoice items, click Add Item/s to Invoice button.
*Click here to learn how to add Attachments on Customer's Invoice.
Under Other Options section, adding notes and terms and conditions are optional. But when you enable terms and conditions, you will make this section required. Select up to two (2) Terms and Conditions.
*To add custom fields, click here.
Once required fields have been populated, you may select options on the right side depending on what you want to do with the invoice.