Perform the following steps to create a new invoice.

 

Step

Description

1

To create a new invoice, users are required to fill up all mandatory fields.

💡  Optional fields can be skipped and left blank

2

Click on Create Invoice to complete invoice creation.

3

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 

  • Skip to close pop up without sending
  • Send to forward the newly created invoice to the customer’s email address.

4

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.

 

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