Video tutorial
Tutorial content:
- Example of creating a new invoice record
- Example of adding items to an invoice
- Example of invoice export to PDF format and subsequent printing
Create invoice
From the FINANCE module, click on the New invoice button on the All outgoing invoices page. This will take us to the edit form of a new record of the outgoing invoice. Here we fill in the friendly name and use the picker to select the customer. Invoice data including its items can be easily copied from an existing invoice using the Create copy of picker. After selecting a certain invoice, all available invoice data will be filled into the new invoice as well.
Create invoice items
Items represent specific services or products that we invoice to our customers. We click on the New item button and go to the new item form. We can insert either items without a link to products or inventory, items from the product catalog or a inventory items. In our case, we insert Inventory item using the picker and then select its quantity. When we're done, we save the item form. We can now see the item created by us in the Invoice items table. After saving an item, we can add more in the same way.
Export invoice to PDF format and print invoice
After completing all the adjustments, we can export the invoice for printing. In the Print reports section, click on the Invoice button. This step will create a PDF file for us, which we will then print. At the end, we click on the Save button.