Step 1: From the options, click “General Invoice”



Step 2: A window for adding details related to the invoice is displayed. Fill in the following details.

Choose whether you want to create “Client Invoice” or “Partner Invoice”. Here, Client Invoice is selected.



Select Client and Service from the list, and click Create Invoice. The currency used for creating invoice is shown on the bottom-right.



Note

If you select Partner Invoice, you will be given an option to select the Partner.



Step 3: You will then be led to creating invoice page. Steps involved in creating Client General Invoice are pointed below.

A brief client detail will be provided, including the service he/she is enrolled in.



On the right, select the Invoice Date (date on which invoice is created) & Invoice Due Date (due date for invoice)



On Description, add details related to the invoice, select Income Type (Income and Payable), add Amount and select Tax Code that is applicable. (Tax Amount and Total Amount is automatically calculated.)





If you have to add more details in the invoice, click “Add New Line” and a row for adding more details will be displayed.



An overview of the amount involved in creating invoice is displayed.



Tax Amount will be calculated from the applied Tax Code and added to Total Amount.



On Payment details, tick the checkbox “Mark this invoice as paid” is to mark this invoice as paid. An amount will be copied automatically in the fields as you tick the checkbox. Select Date and choose the Payment Type (Check, Cash, Credit Card).



Add any Notes and Attachments if needed.



On Income Sharing, you can share income with another partner, it can be either sub agents or other branches. Select the branch or subagent then add Amount and select Tax Code





To check the preview, click “Preview and Print” or click “Save and Send” to save a copy of the created invoice and send it to the Client or just click “Save” for saving the created invoice.

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