To create a new invoice, click Finances - Invoices - Create invoice.
The first thing you have to do there is select an accounting area (you can find out how to define accounting areas here here). Then you can choose the invoice date and either select an existing customer from your contacts or create a new customer in the same step.
After that you can create an invoice line. For this you can either use the product search to link products with stored prices and descriptions (if products are in the 1Tool created) or you write the invoice items manually in the text or number fields.
Important: once you have completed an invoice item, it must be added and saved using the "Add item" button at the bottom left. Each item can also be deleted later.
Next you would also have the option to add a surcharge or discount. This can be assigned either numerically or as a percentage.
At the very bottom would be our free text fields - if these were taken into account in the template for the accounting area - to note one or the other paragraph on the invoice.
To complete the invoice creation, you now only have to select which action you want to perform (e.g. download invoice PDF, etc.) and click on the “Generate invoice” button.
