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
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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.
