FREE 30 DAY TRIAL

Try InfoFlo for free!
The trial is fully functional and offers feature of the product for you to try.
Get your free trial of InfoFlo here.

Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
sales@infoflosolutions.com
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
Follow Us
InfoFlo CRM Knowledge Base

Search Knowledge Base by Keyword

Creating Invoice

You are here:
< Back

1) In the overhead toolbar click on ” New Invoice

Creating Invoice 1

 

2) Select ” Display Currency

Creating Invoice 2

 

3) Select Terms, Created and Expired dates

Creating Invoice 3

 

4) Select one of the previously made products

Creating Invoice 4

 

5) Click on the ” Account

Creating Invoice 5

 

6) Fill in all of the required information

Creating Invoice 6

 

7) Click on the ” Payment ” tab

Creating Invoice 7

 

8) Select Payment Method

Creating Invoice 8

 

9) Click ” OK ” to save the Invoice

Creating Invoice 9

 

10) All created Invoices can be viewed in the Invoices tab of the left-hand
side toolbar

Creating Invoice 10