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Entering a new Invoice

Enter invoice and email to customer

  1. On the Overview page, click +New invoice Create_Invoice.png
  2. Enter Invoice Details
    • To add tax to a line item check the Tax box
    • Enter a percentage in the Tax field under Subtotal Invoice_details.png
  3. Click Preview & Send Preview___send.png
  4. Check the box next to Send a copy to myself if you would like a copy emailed to you
  5. Customize the email message if applicable
  6. Click Submit Send_invoice.png

 

 

 

Enter invoice without sending

  1. On the Overview page, click +New invoice Create_Invoice.png
  2. Enter Invoice Details
    • To add tax to a line item check the Tax box
    • Enter a percentage in the Tax field under Subtotal Invoice_details.png
  3. Click Save & New Save___New.png
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