- Select "Sales" in the top bar
- Click "Invoices" in the menu
- Click "Create new" in the upper right corner
- Select existing customer from the dropdown menu, or create a new customer by clicking "create" at the bottom of the dropdown menu
You have the option of writing a note on the invoice - this text will be displayed at the top left of the invoice.
If you do not wish to send the invoice to the customer by mail, but just want to create an invoice draft, you still have to press "Send to customer", but simply do not check the box "Send order to customer by mail?".
If Rackbeat is integrated with your financial system, an invoice draft will now be sent to your financial system, which is then ready to be registered there.