Creating an invoice is easy! Follow these steps:
- Go to 'Admin' and select 'Invoices and quotes' on your page builder.
- Hit 'Create invoice' and fill in the fields.
- Add your customer's details and any required information.
- Add a discount if needed and verify that the total is correct.
- Click 'Advanced options' to set the due date, memo, footer, currency, and payment reference.
- Click 'Create & send' when finished.
- Download the PDF, share the QR code, or email the invoice to your customer.
- Once paid, click 'Mark as paid'.
- Send the receipt by clicking the three dots on the upper right and selecting 'Send receipt'.
That's it!
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