Add/Create a Document in Invoicing

Step 1

In the "My Companies" area, select the desired company.

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Step 2

Choose the "Billing" tab and then the "Documents" tab.

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Step 3

Click "Create Document".

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Step 4

Fill in the requested fields to create a document:

- Invoice Type;

- Clients;

- Products;

- Availability Date;

- Due Date.

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Step 5

With everything filled in, you can Save the draft or Publish the document directly.

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And that's it! The created document will appear in the Document List in Billing.