InfoFlo CRM KB

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