How to create an invoice

There are up to 2 possible ways to make an invoice. We’ll list both options below:

In deal

At the time of sale, when you have already foreseen what goods / services you will sell and you have already added them to the list of goods, you can invoice on the sales card itself.

  1. At the top of the card, press Finance and select New Invoice.
  2. In the window New invoice, check all required details and click Save.
  3. After saving, you will see the formed invoice in the invoice window that opens. You can send the invoice below in .pdf format to the client immediately.

In invoices

You can also create an invoice directly from the Invoices module (located in the left menu).

  1. In the Invoices module, pressing the plus sign.
  2. In the window New invoice, check all required details and click Save.
  3. After saving, you will see the formed invoice in the invoice window that opens. You can send the invoice below in .pdf format to the client immediately.



Previous PostFiltering documents by selected time period
Next PostDažniausiai užduodami klausimai (D.U.K.)