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Shreeya Dangol
Written by Shreeya Dangol

How can I create Invoice for the Partner?

Step 1- Go to invoice option from Accounts menu from side navigation bar, then click on Invoices.

Step 2- Click on the create invoice button on the right side of the page.

Step 3- Now, we have two options here, for commission and general invoice

Step 4- Select the general invoice

Step 5- Invoicing option will pop up.

Step 6- Now, select the partner invoice option 

Step 7- Choose the partner to who you are creating the invoice

Step 8 – Choose your partner's service 

Step 9- Click on the create invoice 

Step 10- Now the create invoice page will open.

Creating an invoice

Step 1- Select the invoice due date.

Step 2- Add the description, for example, Refund amount to be received.

Step 3- Select the income type whether it is income or payables.

Step 4- Add the amount.

Step 5- Select the Tax code.

(GST and Total amount will appear automatically)

Step 7- Now, click on the Save button if you are pre-creating the invoice or Save & send button.