Access the sidebar menu:
- Select Sales → Invoices → Create New Invoice.
Invoice template:
- The invoice will appear in the user’s business currency, which can be changed from the currency dropdown if the customer deals in another currency.
- The right-hand settings bar will appear for customization options.
Select or add a customer:
- Select an existing customer from the dropdown or add a new customer by providing the required details (Business name and Country are mandatory).
- If the customer already exists, the currency field will be disabled, showing the existing currency of the customer.
- If you are adding a new customer, you can select the currency from the dropdown.
Invoice details:
- Invoice number will be generated automatically.
- Select the Invoice date from the calendar.
- Select the Invoice due date from the dropdown. Options include: 30 days, 60 days, 90 days, 120 days, and Custom (pick any date from the calendar).
Add items:
- Select an item from the item dropdown or add a new item by entering the item name, description, quantity, price, and selecting the account from the Select account dropdown.
- Click Add an item to add more items.
- Add taxes (tax rates along with names will be displayed in the summary) and discounts if applicable.
Customize the invoice:
- You can upload a logo by accessing the Invoice title section under Settings on the invoice template. Click Choose file to upload an image from your device. A popup will appear to allow you to zoom in/out or crop the image.
- After uploading the logo, a success message will appear: "Logo uploaded successfully".
Save the invoice:
- Click Save. A success message will appear: "Invoice created". The invoice will be saved in Draft status.
Upload documents (optional):
- You can upload a document (max file size: 5 MB). If the document is in PDF format, you will have options to Remove, View PDF, and Download.
- For other formats, you will have options to Remove and Download (no View PDF option will be available).
Draft invoice actions:
- On the draft invoice view page, you will have the options to Send, Edit, and Approve the invoice.
- If any changes need to be made, click Edit. Otherwise, click Approve to approve the draft invoice.
Approved invoice actions:
- Once approved, the invoice will appear at the top of the invoice listing page.
- For approved invoices, the options will be Save, Send, and Edit (the Edit option will not appear if the invoice has been sent to the customer).
Complete the invoice details:
- You will be directed to fill in the Business name, Country, Due date, Invoice date, Currency, Item, Quantity, Price, Select account, and Terms & Conditions.
- After filling in all the details, click Save. The invoice will be saved in Draft status.

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