How to Bill an Item and Add it to an Existing Invoice
This guide provides step-by-step instructions on how to bill an item and add it to an existing invoice.
15 steps
|
48 seconds
Swool
1
Click "Accounts"
2
Click "All Customers"
3
Search customer
4
Click "Actions"
5
Click "Quick Bill Item"
6
Click the select item drop down and choose the item you want to bill.
7
Add the quantity.
8
Click "Add Item"
9
Click this checkbox and untick "Approve invoice"
10
Click "Save"
11
Click "Billing"
12
Click "Approve Invoices"
13
Click "Merge All"
14
Click this button.
15
Approve and send the invoice.