Table of Contents
Manage Invoice #
- This displays a list of all invoices, allowing you to see the details of each one at a glance.
- Manage Invoice page displays a list of invoices with key information like the invoice date, client email address, order amount, payment status, and options for taking action on each invoice.
- Create Invoice: This button takes user to the “Create Invoice” page where you can create a new invoice for a client.
- Select Filter: This filter allows user to narrow down the list of invoices displayed client name.
- Search: The search bar enables you to quickly find a specific invoice by entering client name.
- Action: Each invoice has an “Action” column with buttons for viewing the invoice details, sharing it with others, or deleting it from the system.
- Overall, the “Manage Invoice” section provides a streamlined way to organize, track, and manage your invoices efficiently.
Create an Invoice #
- To create an invoice, follow these steps on the “Manage Invoice” page:
- Click on the “Create Invoice” button located on the left side in Invoices section of the left side bar menu or right side of the “View All Invoices” page.
- You will be redirected to the “Create Invoice” page.
Follow these steps to fill in the client details and create the invoice:
- Choose the client’s email address from the dropdown list, or add a new client by clicking the “Add new” button.
- When click on the “Add new ” button , a modal dialog box will open
In the modal dialog box,
- Enter the client’s first name.
- Enter the client’s email address.
- Enter the client’s phone number.
- Enter the client’s address.
- Select the project from the dropdown menu.
- Click the “Submit” button.
- A success message “Client has been added” displays.
- Click on the “Ok” button
- This client is added in the client’s email address dropdown list.
- The client-related information will appear in the fields for Select project, Client name, Client address, and Client email.
- Select the project from the “Select Project” dropdown list.
- Enter the invoice date and select the currency.
- The “Add Order and Accept Payment Later“ option allows you to create an invoice without immediately processing the payment.
- Input the item details including service, package/description, rate, and amount.
- User can add multiple services with package/description, rate and amount by clicking on the “Add Items” button.
- Choose the discount type (Percentage or Amount) and enter the discount value.
- The total discount will be calculated automatically.
- Click on the “Generate Invoice” button to finalize and create the invoice.
- The generated invoice displays on the “Manage Invoice” page.
- User can view the generated invoice by clicking the “View” icon button in the Action column.
- The generated invoice link is sent to the client’s email inbox.
- Click on the link in the mail
- An invoice will display.
- Click on “Proceed to payment” to display payment options.
- The client will then make the payment using the available payment options.
- The generated invoice can be shared with the client by clicking on the share icon button in the Action column.
- To delete the generated invoice, click on the delete icon button in the Action column.