Create a new Invoice

You can add a new invoice to a person or a company by clicking the New Invoice Tab.

Complete all fields shown below then the blue Add Item button followed by the green Save button (you can also view the invoice as a PDF) by clicking the view pdf button.

Complete all fields shown below then the blue Add Item button followed by the green Save button (you can also view the invoice as a PDF) by clicking the view pdf button.

Below is an example PDF of an invoice

An alternative way to create an invoice is within the client record click the green accounts button and then click Create Invoice - follow steps from above.