CiuisCRM Documentation

4.1.3.How to use Invoices? #

Create Invoice:

1. Invoices can be found under Finance in the main menu.

2. Here all the invoices created are listed. To create a new invoice, click on the create(1) icon.

3. Enter the details and click on Save.

4. You can mail(5), create PDF(6), print(7) the invoice by choosing the options shown.

5. To edit or delete the invoice, click on the more(2) icon and choose the appropriate option.

NOTE: While Creating an Invoice, you can make it Recurring and also change the status to Paid using the toggle bar as shown:

 

 

Last updated on July 2, 2019
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