Manage Invoices with Customers

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2 min read

Where can I manage the invoices sent to my customers?

1. To view the invoices associated with your customers, go to the ‘Customers’ section.

saphyte customers tab

2. Choose the Customer profile under the Customers List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the customer data, or just select the customer profile from the customers list.

saphyte search box

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 customers, click on the ‘+CREATE’ button.

saphyte create invoice

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

saphyte invoice details

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

saphyte invoice template