Create your list of clients with all their contact information, payment terms and applicable discounts. Register as many clients as you need, manually or import your list from an excel csv file.
In the body of the document, you create or search for the customer and the product to be included in the invoice, indicating the quantity and the relative price.
Displays the summary of the data entered in the invoice, such as payment deadlines. View the invoice total.
Save your invoice at any time, before proceeding with issuing and/or booking.
Once you have created your invoice, you will find it listed under 'Draft invoices' awaiting to be issued/booked.
An invoice to be sent shows the status NEW. Once issued, the invoice status changes, depending on the outcome of the transmission.
By selecting the icon corresponding to the invoice concerned, you can monitor any messages and notifications at any time.
By selecting the icon next to the relevant invoice, you can view the information in your document at any time.