Step-By-Step Guide to Creating Invoices in the Billing App
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Billing’.
2. Initiating Invoice Creation:
Once inside the Billing app, look for the '+ Create' button and click on it. In the dropdown that appears, select 'Create Invoice'.
3. Choosing the Customer and Service:
Locate the 'Customer' dropdown and select the client for whom you want to create the invoice. Following that, under 'Product/Service', use the dropdown to choose the relevant service.
4. Setting up the Payment Method:
In the 'Payment Method' section, you have two choices. You can either select the option to automatically charge a payment method or opt to email the invoice to the customer. Make the choice that best suits your needs.
5. Creating the Invoice:
Once all the previous steps are completed, click on the 'Create Invoice' button.