Step-by-Step
In the left menu, click Finance → Invoices.
How to add invoices
1
Go to Supply chain → Inventory.
2
Click the button
3
Fill in the basic fields:
- Issued by – person/department issuing the invoice
- Invoice profile – invoice profile (e.g., template type)
- Customer – the customer the invoice is for
- Template - selected invoice template
- Currency - currency of the invoice
4
Click the button
After creating the invoice, you can also add attachments or documents (e.g., PDF, supporting files).
Tips
- Use filters for quick search by invoice number, customer, or due date.
- Invoices can be exported or directly printed as PDF.
- Attach supporting documents (e.g., contracts, orders) so everything is in one place.
Common mistakes
Incorrectly filled Customer → invoice may be linked to the wrong client.
Missing currency or template → invoice cannot be generated correctly.
Missing attachments → complicates finding the invoice later.
Summary
| Topic | Summary |
|---|---|
| Invoices Overview | The Invoices module allows you to create, manage, and track all customer and supplier invoices. |
| Invoice Details | Each invoice includes essential details such as client, issue date, due date, items, and total amount. |
| Generating and Sharing Invoices | You can easily generate, download, or share invoices directly from the system. |
| Organizing Invoices | Keeping invoices organized ensures accurate accounting, timely payments, and clear financial reporting. |