The Video below shows how to create an invoice

If you are creating an invoice for a new Customer, make sure you create the customer first. You can create customers from the "Contact" menu and then by clicking on "New Contact". 

Click here to access the contact menu.

Your first invoice can be created in a few steps

  • Click a "Create Invoice" button from QuoteMachine

  • Select the customer you want to invoice

  • Specify the Payment due date

  • Add products or service to the pricing table

  • Click the "Review Design" button

  • Click the "Send invoice" button to reveal the email interface

  • Click "Send now" to send the invoice by email to your customer 

Now that your first invoice is created, you will see it on the Invoice Dashboard 

Did this answer your question?