Select the invoice date by clicking on the small calendar icon.
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The Due Date will auto-populate.
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Click the "Invoice No." field to add a reference number.
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Select an optional Accounting Tag from the dropdown menu.
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Click the dropdown menu to select a Product/Service. You can choose Marketing or Service Items created on the front-end of the platform or the Accounting module. The front-end items will have the category "Cash Register" in front of the name.
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If a Description was written on the Product/Service, then it will auto-populate. Descriptions will be visible in the Customer Statement.
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Click the Quantity text field to type an amount. If the Rate was already configured, then the invoice amount will be calculated once the Quantity amount is set.
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Click the Amount text field to type an amount.
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Select a Class from the dropdown menu.
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Click "Add Line" to create additional entries to the Invoice.
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Click the Trash Bin icon to delete any unused lines.
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Click the "Clear All" button to reset all the fields.
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Click "Add Subtotal" to view the total of the lines already added to the invoice. This Subtotal will not appear on the invoice once saved and printed.
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