Perform the following steps to create a new invoice.
To create a new invoice, users are required to fill up all mandatory fields.
💡 Optional fields can be skipped and left blank
Click on Create Invoice to complete invoice creation.
A pop-up will prompt the user to email the newly created invoice to the customer.
Select Standard Invoice to email a PDF version of the invoice or select Invoice with PayNow QR Code to email an invoice PDF with a dynamic Paynow QR.
💡For more information on dynamic Paynow QR, see Exporting an invoice to PDF
Invoice will be created successfully and now be listed in the invoices list in the main Invoices page once “Created successfully” notification is shown at the top right corner.
💡 Once an invoice is successfully created, it cannot be deleted from the Backend Portal.
💡 The Save as draft button in the Create New Invoice page allows users to save an invoice that they have been working on as a draft in the backend.