Issue invoices

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To create and send an invoice to the client, you need to:

1. Go to Client receivables page, select receivables you want using Filters .

2. Click the "Invoice selected on this page" button.

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3. The system will create the invoice. You can adjust taxes, discounts and markups if you want.

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4. You may download invoice PDF file generated by the system. Or you can send email with invoice directly from the system by pressing the "Send" button.

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You can also create vendor invoices in similar way: go to Vendor payables page , select payables, and click the "Invoice selected on this page" button.

Your vendor will be notified about the invoice. Also, your vendors can create the invoices themselves if they wish.

For more info on client or vendor invoices, please see our wiki pages .

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