Creating an invoice

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

Way 1. The fastest one.

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

Way 2. In the «Finance» app.

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

Way 3. In the Account, Transaction or Project card

Click on the title of Transaction, Account (company or contact) or Project and in the opened side-panel click on the Create button. In the drop-down list, select Create invoice option.

On the detailed page of transaction, account or project you can create invoices in the same way:

Creating the invoice from account detailed page

Way 4. Converting from an Estimate

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

More about converting estimate into invoice

keyboard_arrow_left  Creating the price list
Managing invoices  keyboard_arrow_right