Associate a Product with an Invoice

admin

2 min read

Updated: July 22nd, 2021

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.

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’.

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

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

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.

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

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

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