Create a simple invoice

How to create a simple invoice

1. Go to Financial => Invoices => Add invoice (the white plus button, in the right down view of your screen);
2. Fill in the mandatory fields marked with a star (*);
3. Go to Description and click on Add new record;
4. Choose the Simple invoice record, in the new open view, and click on Next button;
5. Fill in the mandatory fields marked with a star (*), then click on OK button;
6. Now you have the invoice based on the data you wrote down;
7. Click on the Save invoice button and you will have the Draft of your invoice.

You can keep it as a Draft, copy it to Xero, export it as a PDF and send it to your client, etc.