Creating Invoices

Steps to Create Invoice



• Click the + Create Invoice button on the Top Right Corner of the page.
• You will get a page for creating an Invoice as shown below.

• Choose the Currency that you want to generate the invoices for.
• Select/Enter Item Name.
• Default Tax will be added for a predefined plan. You can set a tax rate for a new plan (You can set an Inclusive/Exclusive tax percentage) and add Coupons too.
• Choose the price you want to add.
• Once you are done with your inputs, Enter Add Item.
• You can also generate the invoices for multiple plans.
• You can add a description which will be displayed to your customer Email.
• You can also set the due date in the given dropdown field.
• You can enter the Customers name & E-mail Address to notify them of the payment.
• Click Send Invoices.

Click the Send Invoice button to send the Invoice to the customer.

You can click on the link for a video tutorial:

You can click on the link for a video tutorial:

Add multiple items in the invoice and multiple taxes for an item, You can click on the link for a video tutorial:

Preview

• Once you enter the details, They will be shown on the preview page.
• You can check the Invoices, Payment page as well as Email Format.

This is how your Invoice looks like:



You can click on the link for a video tutorial: