Bill Engine icon

New Invoice

Creating a new invoice
  1. Select Invoices in the Manage Bar.
  2. Click the Add button in the Bottom Bar.
  3. Enter the following details:
  4. Add items from your Inventory:
  5. If you are giving your client a discount, enter the discount percentage or amount in the appropriate field.
  6. If there is some additional tax, enter the percentage in the Tax2 field.
  7. If required, enter a comment.
  8. After you click the Back button, the entry will appear in the Invoices list.
Creating an invoice for a project
  1. Select the appropriate project in the Manage Bar.
  2. If you wish to create an invoice for all items of the project, click the Invoice button in the Bottom Bar and select From All.
  3. If you wish to use only a few items of the project, select the relevant ones, click the Invoice button in the Bottom Bar, and choose From Selected.
  4. If required, edit details of the listed items, taxes, and discounts.
Deleting a project
  1. Select Clients in the Manage Bar.
  2. Select "+ Invoice" in an appropriate client entry.
  3. Add items from your Inventory.