Create invoice

Step-by-Step Guide to Manually Creating an Invoice

Follow these detailed steps to generate an invoice manually.

 The Create Invoice button is enabled only when the total expenses amount exceeds the received amount.

Step 1: Access Bills and Expenses

• Navigate to Client from the menu.
• Select the specific client.
• Open the Bills and Expenses section.

Pro Tip: Regularly review expenses and received payments before creating invoices. This ensures accuracy, avoids duplicate entries, and helps maintain clean financial records.

Step 2: Initiate Invoice Creation

• In the Bills and Expenses section, click on the Create Invoice button to start the invoice creation process.

Note: The Create Invoice option becomes available only when the received payments are greater than your expenses.

Customize the Invoice Details

• Issue Date: Adjust the invoice issue date as required.
• Add Items: Manually enter the items or services to be billed.

Add a Payment Schedule (Optional)

• Click on the Add Payment Schedule button if installment-based payments are required.
• Modify the payment terms and define the payment amounts accordingly.
  Add a Payment Reminder
• View Reminder Option
• In the Payment Terms section of the invoice, click on View Reminder under the Reminders column.
• Set Reminder Date
• A pop-up window titled Reminder will appear.
• Select the Reminder Date using the calendar picker.
• Click + Add Reminder if you want to set multiple reminders for the same payment term.
• Save or Cancel
• Click Save to confirm the reminder, or Cancel to discard changes.
  
  Pro Tip: Use reminders strategically—set one a few days before the due date as a gentle nudge and another on the due date itself. This ensures timely payments while maintaining smooth client relationships.
  

Finalize the Invoice

• After entering all required details and setting payment terms or reminders, click the “Create” button to generate the invoice. The invoice will now be saved and available under the client’s Bills and Expenses for tracking and management.

Pro Tip: Double-check payment terms, due dates, and reminders before creating the invoice. This helps avoid errors and ensures clients have clear, accurate payment instructions.

Pro Tip: Regularly review your Ledger to reconcile invoices with payments received. This helps identify outstanding dues early and keeps cash flow management smooth.

After Creating an Invoice – Instant Confirmation

• The moment you hit create, your invoice is generated and logged without delay. A clear confirmation screen appears, letting you know your work is done and your records are safe.
• No uncertainty, no double-checking—just a smooth handoff to your ledger and the option to notify your client right away.

What You’ll See

• Success Message – A friendly confirmation that your invoice has been created.
• Invoice Number – A unique ID (like #INV0000138) to track and reference anytime.
• Notify Client Option – Instantly share the invoice with your client via email, directly from the page.

Pro tip: Use the Notify Client feature right after creating an invoice—it saves time and keeps communication transparent.

Invoice Creation – Smooth and Automatic

• Once you create an invoice, it doesn’t just stop there. The system instantly records it in the Ledger under Money Matters—no manual effort needed. Your financial records stay organized, accurate, and always up to date, giving you complete peace of mind.

Pro tip: Treat each new invoice as a step toward clarity—log them promptly, and your ledger will always be audit-ready.