Resources

Invoices

An invoice is a statement containing a list of services or goods provided. It establishes an obligation on the part of the purchaser to pay.


To create a new invoice from a quote, open the quote from the quotes module.

Click Action -> Convert to Invoice.


You will be brought to the conversion page in which you will need to name the invoice and select a status and an order type(one time or recurring).


Enter any additional information and click Save. The quote will now be an invoice.


To create a PDF of this invoice that can be provided to customers, click PDF at the top right corner.