Produce an invoice
Please note that this process is also covered by the Easy Steps component.
- Open the Customer Records component.
- Find the customer you wish to invoice (use the selector on the left of the panel, or click on the Customer drop down menu at the top of the page).
- Click on the Create a New Invoice button
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This opens the Document Editor component. Add your new transactions, then click the Preview Tab at the top to view the invoice and either generate it as a PDF file, or print/email/save it.