How to create manual invoice?

Manual invoices are those that you create directly in the Invoice module.

Learn how to create, view and edit your manual invoices.

Invoice Number	A 12-digit auto-generated number by the system.
Invoice Date	The date marked on a due bill or a purchase record which represents the date of purchase or services rendered.
Payment Terms	These terms specify the period allowed to a customer to pay off the amount due.
Due Date	Refers to the day the invoice must be paid at the latest.
Location	This will get the location value of the logged-in merchant creating the invoice.
Customer	Refers to the payor of the invoice.
Item	Refers to goods or supplies sold to the customer.
Services	Refers to the services rendered to the customer.
Qty	Refers to the quantity sold to the customer.
Rate	Refers to the amount of the item or service sold or rendered to the customer.
Amount	Refers to the total amount per item or service sold or rendered to the customer. The quantity is multiplied to the rate of the item or service.
Discount	Refers to the discount to be applied in the invoice
Tax	Issued for taxable supply of goods and services
Partial Due	The partial amount to be paid.
Notes	Additional notes
Terms and Conditions	The terms and conditions set by the service provider or merchant.

To add an item, click the +Add button, enter the keyword in the textbox to search for items.
- You can now filter the items by category. Click the Filter by Category dropdown list to select the category where the item you would like to add to your invoice.

To add a service, click the +Add button then click the “Type” dropdown list and select “SERVICES”, enter the keyword in the textbox to search for services.

You can add a new customer while you are in the Create Invoice form. Simply click the +Add new Customer to open the Add Customer form.
Click the SAVE INVOICE or SAVE TO DRAFT button to save the invoice.

Once the invoice is successfully saved, a confirmation message will be shown.

A manually created invoice will have a status of " NEW".

From the Invoice list, click the eye icon under the Action column of the corresponding invoice o open the Invoice Details.

You have four (4) actions that you can do when you have a new invoice:

Edit Invoice	It allows you to make changes to an existing invoice.
Pay via ACH
Pay via Card	It allows you to pay the invoice via credit or debit card.
Send to Email	It allows you to send a copy of the invoice to the customer.

Edit Invoice

You can make changes to the invoice details for enabled fields only.

You can change customer, together with their address, contact number and email address.

You can change the invoice date and payment terms.

You can add or remove items and services.

You can add or make changes to notes.

You can change the terms and conditions.

Click the Save Invoice button to save the changes.

Send to Email

While you are in the Edit mode of an Invoice, you are capable to send a copy of the invoice to your customer's email address.

Click the “Send to Email” button to send the invoice to your customer’s email.

Once sending an email is successful, a confirmation message will be shown.