How to create an invoice

Create an invoice with customer details, parts, labor, pricing, and payment information.

1. Open Invoices

From the main navigation, select Invoices.

Invoices navigation with the invoice area selected — From the main navigation, select Invoices.

2. Create a new invoice

Select Invoice in the page header to open a new invoice.

Invoices page with the Invoice button in the page header — Select Invoice in the page header to open a new invoice.

3. Add invoice details

Choose a customer

Use the Search option to find an existing customer, or the Add option to create one.

New invoice form with a customer search field and invoice details — Search for an existing customer or add a new one.

Customer search results with options to select a customer or add a new one — Select a customer from the search results, or add a new customer.

Add inventory items

Select Add Items to add inventory items to the invoice.

Search inventory if the list has many items.

Add Inventory Items dialog with inventory search results — Search your inventory and select the items to add to the invoice.

When the details are ready, select Create Invoice.

Completed invoice details with the Create Invoice button — Review the invoice details, then select Create Invoice.

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