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Create Invoice in CRM

Title

Create an Invoice in CRM

Description

This guide explains how to create an invoice in CRM

Procedure

STEP 1 - Start by navigating to the Dashboard

STEP 2 - In the Sales section, choose "Invoices".

STEP 3 - Inside the Invoices section, select "Create New Invoice".

STEP 4 - Input the customer's details, including their Company name.

STEP 5 - Enter the invoice number and the invoice date.

STEP 6 - Specify the payment mode(s) accepted, such as Interbank, cheque, or pay now.

STEP 7 - Input the currency for the invoice.

STEP 8 - Click on "Add Items" to include the products or items on the invoice.

STEP 9 - After entering all necessary information, click "Save" to create the invoice.

Video Demonstrates the Steps Above

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