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Invoices

Displays all past and current invoices associated with the client. Use filters to search or sort invoices by date, status, or amount.

  • To create a new invoice, click on the Create New Invoice button.

Invoice List

Creating an Invoice​

  • Enter the following invoice details:
    • Invoice Date: Enter the issue date of the invoice.
    • Due Date: Specify the payment deadline.
    • Tax Percentage: Add the applicable tax rate.
    • Status: Paid, Unpaid and Draft (if you plan to finalize it later).

Invoice Details

Adding Invoice Items​

  • Once the invoice is created, you can add individual items with:

    • Service: Define the type of service provided.
    • Description: Add details about the service.
    • Quantity: Enter the quantity for accurate billing.
    • Rate: Specify the per-unit rate.
    • Amount: The total calculated amount for each item.

  • Once all details are finalized, click Create Invoice to confirm.

Invoice Items

Conclusion​

The Invoices section provides comprehensive tools for generating, tracking, and managing client billing, ensuring accurate financial records and timely payments.

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