Generate Invoice Forms

Invoices are payment requests you send for goods or services rendered. From Receivables, Communications, Invoices, you can view, add, edit, and generate invoices.

From the Invoice list page, you can search and sort the list to quickly locate the invoice you want. To edit, select the invoice name or choose Edit from the invoice menu.

  1. From the Communications page, under Invoices, select Add.

  2. Under Basics, enter a name and description, and choose who can generate or modify the invoice.

  3. Select Next.

  4. Under Parameters, specify details to include and set the formatting.

  5. As you move through each tab, select options and enter details to customize your info. You can always go back and update your parameters when needed.

  6. Depending on your needs, save and generate the invoice immediately or save and return at a later time.

  7. To return to the Communications page, select Cancel.