How to Create a One-Time Invoice

Overview
Generate a standard invoice to bill your client for products or services rendered.

Steps

1. Go to Finance > Invoices and click Create Invoice.

2. Enter required header fields:

   • Invoice Number (auto-generated or custom)

   • Invoice Date and Due Date

   • Currency and Exchange Rate (if multi-currency)

3. Select a Client, optional Project, and Bank Account.

4. (Optional) Add a Shipping Address.

5. Under Items, choose an existing Product or enter a custom Description, Quantity, Unit Price, and Tax. Click Add Item for multiple lines.

6. Review Sub Total, apply any Discount, and confirm Total.

7. (Optional) Attach supporting files via Choose a file.

8. Add a Note for the recipient and confirm Terms and Conditions.

9. Click Save to create the invoice in Draft status.

Tips

• Use the Add Item button to quickly bill multiple line items.

• If you need to collect payments online, configure payment gateways first (see Article 7).

Troubleshooting / FAQs

• Q: My “Save” button is disabled.

  • A: Ensure all required fields (marked *) are filled.

• Q: I can’t select a client.

  • A: Verify the client is active under Clients; click Add next to Client field if needed.