Invoice

How to make an Invoice?

1. Go to Sales > Invoice.
2. Click on the blue + button.
3. Select your customer.
4. Add items.
5. Click on Save and then Submit.

How to record payment against Invoice?

1. Go to Sales > Invoice.
2. Click on an Invoice which is Unpaid.
3. Click on the button on the top right with three dots.
4. Click on Make Payment. The Payment form will open on the side.
5. Select the Payment Method as Cash, Cheque or Transfer.
6. Enter the Reference Number.
7. Enter the Reference Date.
8. If Payment Method is Cheque, enter the Clearance Date.
9. Click on Save.