Creating a New Invoice

To create a new invoice for a customer, follow the steps below.

🚀 How to Create an Invoice

1. Navigate to:
   Sales → Invoices

2. Click the ➕ Create New Invoice button at the top.

📋 Invoice Setup

👤 Select Customer

When you select a customer:

• All customer details (billing/shipping) are auto-filled based on the customer profile.

• You can click the ✏️ edit icon to manually update invoice details.
  This won't affect the customer profile.

🔔 Note: Billing details must be saved in the customer profile for auto-fill to work.

💳 Allowed Payment Modes

Choose available payment methods for this invoice (e.g., cash, bank, credit card, online gateways).

💱 Currency

• Auto-set based on the customer’s saved currency or system base currency.

• Cannot be changed if transactions already exist for the customer.

🔢 Invoice Number

• Automatically generated (e.g., INV-00123).

• The number is pulled from:
  Setup → Settings → Finance → Invoice → Next Number

• You can update the "next number" if needed.

🖊️ Invoice Content

📄 Customer Note

Visible on both:

• Invoice HTML (web version)

• PDF invoice

🔁 Recurring Invoice

Enable if this invoice needs to repeat periodically.
[Refer to recurring invoice guide for full setup.]

👤 Sales Agent

Select the staff member responsible for this sale:

• Their name will appear on the invoice (if enabled in settings).

• Helps with tracking in: Reports → Sales → Invoices Report.

📦 Add Items

You can:

• Select from predefined items

• Manually add new items

• Add applicable taxes

• Use the ✅ blue check icon to confirm each item addition

🧠 Items in the invoice are independent from your saved item list.
Updating an item in Sales → Items does not affect already issued invoices.

🧾 Terms & Conditions

Add directly, or auto-fill from predefined terms:
Setup → Settings → Finance → Invoice

🗒️ Admin Note vs. Customer Note

• Admin Note – Visible only to internal staff

• Customer Note – Visible to the client (HTML + PDF)

💲 Adjustments

You can apply manual adjustments (positive or negative) to the total amount.

✅ Save the Invoice

Click Save when done.

You can now:

• Send the invoice to the client

• Print or download it

• Record a payment

• Convert it into a recurring invoice (optional)