Overview: This How to will take you through the process of creating an invoice, sending it to your client and recording the payment of the invoice
1. Click on the ‘Sales’ tab
2. Click on the ‘Invoices’ tab
3. Click on the ‘+’ icon
4. Fill in the information in the invoice tab
5. Click on the price tab and fill in the general price information
6. Click on the ‘tick’ icon
7. Here you can add either a product or service to the invoice
8. This can also be done through the ‘+’ icon and selecting product or service
9. When you add a product simply click the blue save button to add it to the invoice
10. Once you have entered all of the products and services on the invoice you will be able to see them listed below
11. To email the Invoice as a PDF simply click on the ‘cloud’ button and select ‘Email PDF’
12. Enter in the email address and accompanying message and click the ‘send email’ button
13. You can now see the invoice is classed as ‘open’ as it has been sent
14. When the invoice has been paid simply click on the ‘mark as paid’ button
15. Fill in the payment information and click save
16. You can now see the invoice has been paid