How to create a simple invoice
- Go to Financial => Invoices => Add invoice (the white plus button, in the right down view of your screen);
- Fill in the mandatory fields marked with a star (*);
- Go to Description and click on Add new record;
- Choose the Simple invoice record, in the new open view, and click on Next button;
- Fill in the mandatory fields marked with a star (*), then click on OK button;
- Now you have the invoice based on the data you wrote down;
- 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.