Manage Invoices with Companies

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2 min read

Where can I manage the invoices sent to my companies?

1. To view the invoices associated with your companies, go to the ‘Companies’ section.

saphyte companies tab

2. Choose the Company name from the Companies list. You can use the filter for an easier search.

saphyte companies lists

3. Click on the ‘three-dot’ icon or known as the ‘kebab’ button and select ‘Invoices’.

saphyte invoices tab

4. To add more invoices associated with your companies, click on the ‘+CREATE’ button.

saphyte create invoices tab

5. Fill out all the necessary invoice details and click on ‘NEXT’.

saphyte invoices template

6. Select a template from our available template selection. Once done, click on ‘CREATE INVOICE’.

saphyte create invoice