Adding a New Invoice

1. Mouse-Over on Invoices Menu

2. Select New Invoice

3. In the next window select whether this would be Sales or Purchase Invoice

4. As soon as you make a selection

5. System gives you an option to either Auto Generate or not

6. Select whatever is applicable

7. If you select No

8. The next option is to select whether this would be International Invoice

9. If you select No

10. The next option is to select Companies or People

11. Based on your selection, the drop down menu below shows options of Companies or People already in you system (there is also an option to Add a New Customer

12. Select whatever is applicable

13. Next the system asks you to select the Currency for the invoice

14. Select the applicable Currency

alternatively, you could auto-generate an Invoice from an existing Order or a Proforma Invoice already in the system, for which at Step 5 choose Auto Generate as Yes

and then the system asks you for the Order or the Proforma Invoice number/details.

15. Click Submit

16. The system generates an Invoice in a system format for you and creates PDFs of all things related and prefixes the Invoice Number with "auto"

Note: the invoices thus generated are still not approved and are in Approval Process

17. You can always edit/update any part of the Invoice as long it is not approved and the Invoice number is prefixed with "auto" (not to be confused with auto generated invoices or not, this auto is simply to indicate that the invoice is still not approved)

Further Reading: Adding Items to the Invoice