💰 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!