- Log in and click on Invoices in the left-hand side panel.
- You will enter the All Invoices list view.
- Next, proceed by clicking on the 'Create Invoice' button.
- This will redirect you to a page where you can enter the customer and product details to create a new invoice or a draft. This invoice is a one-off invoice by default.
- Select the product & plan from the drop-down menus.
- Afterward, you have the option to choose a coupon from the drop-down menu if applicable.
- You also have the option to click the '+ Line Item' button to add another plan to the invoice.
- Afterward, take a moment to review the final details of the generated invoice.
- After reviewing the details, click the 'Save' button.
- A green pop-up notification will appear in the top-right corner of the screen.
- A new invoice will be generated and added to the 'All Invoices' list.
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