Associate a Product with an Invoice

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2 min read

To associate a Product to an invoice:

1. Go to the Sales tab from the main navigation bar. Then click ‘Invoices’ from the sub-tabs available.

deals tab

2. Click the ‘Create’ button.

3. You will be directed to the invoice creation section. Scroll down to the middle section of the invoice and click on ‘Add Product’.

add products

4. A pop-up drawer will appear to choose from the list of available products.

choose from product list

5. Select the Product Listing and Product from the drop-down options.

select from product list

6. Click on the ‘Add & Close’ button once the product is selected.

7. Fill out the rest of the required information in the Invoice section.

Invoice section

8. Click on the ‘Next’ button located on the lower right side of the screen to see the preview of the created invoice.

next button

9. It will direct you to the preview section of the created Invoice.

created invoice

10. Once finalized, click the ‘Create Invoice’ button.

create invoice