In this article, we will explain you more about how you can Create a New Invoice.
ℹ️ The steps mentioned below for Creating an Invoice are similar to Estimate, Purchase Order and Credit Note.
For more information on managing your Credit Notes click here
iOS and Android #
⚠️ Credit Note feature is not currently available on iOS app. Soon we are going to add it.
- In order to create Invoice, you can either tap on the Shortcut ⚡ and then tap on 📄 Invoice option or tap on ☰ located at the top left corner to open side menu.
- Tap/click on ➕ Create.
- Tap on Invoice. A new Invoice will open.
Web and Mac #
- In order to create Invoice, you can either click Shortcut (⚡) on Dashboard or click on ➕ Create from side menu bar.
- Click on 📄 Invoice. A new Invoice will open.
