How to create an invoice and credit note

How to create an invoice and credit note

Under the “Customers Invoices” Tab, click “New Invoice” and complete the necessary information:

Whatever you input in the “Description” field, will show on the invoice (eg: Kruger Holiday – 50% Deposit or Kruger Holiday – Full Payment).
Use the “Add Line” button to create additional lines to be shown on your invoice.

Click “Save & Close”.

As a precaution, the system will generate a Pro-Forma invoice. To view the invoice, click “Print”:

In order to convert this Pro-Forma invoice, click “Confirm Invoice”

Insert the invoice due date and click “Validate the invoice”, and then select “Yes”:

To view the invoice, click “Print”:

Invoices can also be viewed from the “Invoices” Tab on the main page (right hand side):

Use the search criteria at the top of the page to filter results and find the invoice you’re looking for:

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