How to create an invoice for customers

Discover how to easily create and manage sales invoices in Rackbeat, ensuring a smooth and efficient invoicing process for your business. 

Step by step guide for creating a sales invoice

1. Click on "Sales" in the top bar 
2. Go to "Invoices" in the menu to enter the invoice overview
   
   
   1. Select existing customer from the dropdown menu. Use the search bar to find a specific customer.
   2. Tip: You can create a new customer by clicking "create" at the bottom of the dropdown menu
   3. You can also create an invoice directly from an order by hovering over the three dots in the order overview and clicking “Create Invoice” 
      
3. Enter invoice details: Click "Create and Edit" and fill in the required information for the invoice.
   1. You can add a note, which will be displayed on the invoice.
4. Add products to the invoice: Click "Item line" or "Add collection" to ad products to the invoice.
   1. Select the desired products, enter the quantities, and specify any additional details for each item.
5.  After adding a product, you can save it by clicking "Save" or "Save and New" to continue adding more products. 

6. Send the invoice to the customer: Once the invoice is ready, you can send it directly to the customer by email. Click "Book" and then "Send to Customer."

   1. If you do not wish to send the invoice by email, simply remove the checkmark from "Send invoice to customer by email."
      
      

If you have chosen to create the invoice as a new invoice rather than from an order, you will now have the option to create a shipment and mark it as shipped.