Creating Your First Invoice

Creating an Invoice

Follow these steps to create your first invoice:

1. 1Go to Sales > Invoices from the sidebar
2. 2Click 'Create Invoice'
3. 3Select or create a customer
4. 4Add line items by searching for products or services
5. 5Adjust quantities and prices if needed
6. 6Review the calculated tax; Indian GST companies use CGST/SGST or IGST
7. 7Add any notes or terms
8. 8Click 'Save' to create the invoice

Invoice Actions

After creating an invoice, you can perform several actions: download as PDF, send via email, record a payment against it, create a credit note for returns, or duplicate it for similar transactions.