Add and 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. Under Invoices, search and sort the list to quickly locate the invoice form you want. To edit, select the invoice form's name or choose Edit from the form's menu.

After you add and generate, view the invoice form to ensure your parameters are accurate (if not, simply edit and generate again). From the invoice, you can choose to export to a PDF, then print.

  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.

    Tip: From a generated invoice, you can choose to export to a PDF, then print.

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