> For the complete documentation index, see [llms.txt](https://help.3sigmacrm.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.3sigmacrm.com/invoice-and-quotation/manage-invoices.md).

# Manage Invoices

The invoicing screen is your go-to place for managing all your invoices efficiently. Here’s a step-by-step guide on how to use it:

#### 📋 What Is the Invoicing Screen?

The invoicing screen allows you to create, manage, and customize invoices for your business. It’s designed to make invoicing quick, organized, and professional.

#### 🛠️ How to Access and Use It

1. **Go to the Menu**\
   Tap on **More** (`⋮`) and select **Invoices** from the list.
2. **Creating a New Invoice**\
   Tap the **➕** button to create a new invoice. Each invoice is automatically assigned a unique invoice number. You can customize the prefix and series number if needed.
3. **Select a Lead**\
   Search for and select an existing lead, or use the **More Quick Option** > **Create Option** to quickly add one.
4. **Add Products**\
   Tap **Add Product** to select items from your product list. You can edit any product details by tapping the **✏️** button next to the product.
5. **Additional Fields**
   * **Charges**: Add shipping fees or other additional charges.
   * **Discounts**: Add discounts as a percentage or a flat amount.
   * **Tax**: Add taxes and save them for future use.
   * **Notes**: Include any special notes for the customer.
6. **Record Payment**
   * Mark payments as received and select the payment mode (e.g., cash, cheque).
   * The balance is automatically updated based on the payment received.
7. **Finalize and Create Invoice**\
   Tap **Create Invoice**, and a PDF will be generated automatically. You can download or share this PDF with your customers.

#### 🛠️ Customization Options

You have several customization options to personalize your invoices:

1. **Invoice Status**
   * Customize invoice statuses and see a summary of the total number and amount on the invoice screen.
2. **Lead Fields**
   * Decide which lead fields will be printed on the invoice PDF.
3. **Organization Fields**
   * Customize the organization details that appear on the PDF.
4. **Invoice Prefix and Series**
   * Set the prefix and starting series for invoice numbers.
5. **Bank Account Details**
   * Display your bank account details on the PDF.
6. **Terms and Conditions**

   * Add terms and conditions that will appear on the PDF.

   **To customize these options:** Go to **More** (`⋮`) > **Settings** > **Customization** > **Invoice Customization**.

#### ✏️ Editing an Invoice

If you need to make changes, simply tap on the invoice you want to edit. You can:

* **Edit**: Modify invoice details.
* **Share or Download**: Easily share or download the invoice PDF.
* **Update Status**: Change the invoice status based on payment or other updates.
* **Delete**: Remove the invoice if it is no longer needed.

With these options, managing your invoices becomes a seamless process, helping you stay organized and professional!