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