Manage Invoices with Customers

admin

2 min read

Updated: December 5th, 2021

Where can I manage the invoices sent to my customers?

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

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.

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

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

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

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