How to Create, Send, Pay, and Download Invoices?

First, log in to the system.

The dashboard screen will be displayed.

Then, click the “Finance” option.

This will open the dashboard of the Finance module, where various options will be displayed.

Click the “Invoice” option.

It will navigate to the Invoice listing page.

Then, click the “Create” button.

It will take you to the Create Invoice page.

Enter valid information on this page. You can only use a contact that already exists in the contact listing in the Contact field.

Click the “Save” button.

It will navigate to the Invoice details section.

Enter the required information, including Service Date and Time, Quantity, Product, and Description.

Click the “Save” button again.

When you click Save, it will return to the Invoice details page.

Click the hamburger icon to reveal more options.

Select the “Send Invoice” option.

Click the “Lock” option.

This will lock the invoice, preventing any further changes to its information.

The invoice will be sent to the email address of the contact added to the invoice.

Then, click the “Make Payment” button.

It will navigate to the Payment page.

Enter the Card number, date & CVV number.

Then click the “Pay” button.

After paying the invoice, the invoice status is updated to “PAID.”

Click the “View Your Invoice” button.

It will navigate to the inside invoice detail page.

Then, click the “Download PDF” button. This will download a copy of the invoice to your device.