01. Click on Invoices
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02. Click on Add New Invoice
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03. Draft Invoiced will be generated
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04. Select a Client
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05. Select a Job
Leave this field blank, if job is not available or has not been created for this client/invoice
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06. Add issue date. In this case, we will be using today’s date
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07. Select Payment Due Date
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08. Press Add Item to add an invoice line
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09. Choose an existing product/service catalog
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10. If the item does not exist, click Add New
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11. Fill the required information
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12. Click on Create
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13. Adjust Unit Number if needed
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15. Add discount if needed
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14. Add Tax
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16. Click on Attachments
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17. Choose file from local device
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18. Once uploaded, uncheck related links and click Save
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19. Click on Details to go back to complete Invoice
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20. Click on Save Changes
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21. Draft Invoiced will be generated
Invoice must display Draft Status Until it is sent to a client
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22. Customize your invoice by selecting a template; Click Select to confirm
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