Accounting - How to Create an Invoice Document
Modified on: Mon, 14 Dec, 2020 at 5:38 PM
To create an Invoice Document:
- Locate the customer that you need to invoice.
- Select the Documents tab.
- Select the green "Add" button in the top-right corner.
- In the drop down - Select "Form".
- You will land on a page that contains a list of different Form options. From here, select the document that you wish to create - And click "Preview".
- A window will open with the selected Form - Giving you the ability to fill out the policy Invoice document.
- Once you have completed filling out the Invoice document - Select the blue "Actions" button in the top-right corner. Then choose to Save, Print, Download, Email, Text, ect.
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.