Create invoice

Step-by-Step Guide to Manually Creating an Invoice

Follow these detailed steps to manually generate an invoice. Please note that the "Create Invoice" button is enabled only when the expenses amount exceeds the received amount.

1. Access Bills and Expenses

   • Navigate to Client from the menu, select the specific client, and open Bills and Expenses. 

2. Initiate Invoice Creation

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

3. Customize the Invoice Details

   • Adjust the issue date and due date as necessary.
   • Add the required items manually to the invoice.

4. Add a Payment Schedule (Optional)

   • If a payment schedule is needed, click the "Add Payment Schedule" button.
   • Modify the payment terms and set the payment amount. 

5. Request a Deposit (Optional)

   • To request a deposit, click on the "Request a Deposit" button.
   • Enter the deposit amount, choose the payment terms, and click "Create" to confirm. 

6. Finalize the Invoice

   • Once all details are entered, click the "Create" button to generate the invoice.

The invoice will be successfully created and displayed in the Ledger of Money Matters, keeping your financial records organized and up-to-date.