Creating an Invoice


You can create an invoice from any section of the system.

Option #1

At the top panel, click on the "+" sign and select the Create invoice option in the drop-down list.

Option #2

Go to Finance section → Invoices and click on the Create Invoice button.

Option #3 

Click on the transaction, company, contact or project and in the opened side-panel click on the Create button. 

In the drop-down list, select Create Invoice option.


Option #4

You can convert any estimate into an invoice. All information from the estimate will be automatically generated in the invoice.

Learn more about converting an estimate into an invoice