The CRM -> Invoices section contains a list of all invoices, quotations, and order confirmations.
This page allows:
- creating and editing invoices,
- seeing the details and payment statuses of invoices,
- filtering and exporting invoices.
- Tips and tricks.
- How to send a Quotation, an Order Confirmation, or an Invoice?
- How to add my company logo on documents?
- How to choose which company details are printed on documents?
- How to edit the invoice layout?
- How to add footers to documents(e.g. terms and conditions)?
- How to display images of products on invoices, quotations, and order confirmations?
- Click Create to add a new invoice.
- Click Choose columns to choose which columns to display.
- Drag the columns to rearrange them.
- The table can be searched and filtered (see Usage tips for wildcards).
- It is also possible to create an invoice without a relation to a Customer Order.