I can create an invoice from scratch

Jules AI

  1. 1. Go to Jules AI

  2. 2. Go to "Invoices & Payables" and click on "Invoices"

    Go to "Invoices & Payables" and click on "Invoices"

  3. 3. Click on "Create an invoice" in the "To be invoiced" tab

    Click on "Create an invoice" in the "To be invoiced" tab

  4. 4. Select your billing entity and customer and make the necessary edits as required

    Select your billing entity and customer and make the necessary edits as required

  5. 5. You can set a due date, and add incoterms and consignee details as required while editing invoice details

    You can set a due date, and add incoterms and consignee details as required while editing invoice details

  6. 6. Click on "+" to add a new row

    Click on "+" to add a new row

  7. 7. Add element/material, quantity and unit price

    Add element/material, quantity and unit price

  8. 8. You can also add an additional discounts, advance to pay, and adjust credits

    You can also add an additional discounts, advance to pay, and adjust credits

  9. 9. On "Invoice and Payable" page click on "Settings" to open the menu

    On "Invoice and Payable" page click on "Settings" to open the menu

  10. 10. When generating proforma, you can click the proforma invoice and select the template type accordingly

    When generating proforma, you can click the proforma invoice and select the template type accordingly

  11. 11. You can select the template type from the list as per the invoice

    You can select the template type from the list as per the invoice

  12. 12. You can also select the default unit, currency, and data source and "Save"

    You can also select the default unit, currency, and data source and "Save"

  13. 13. Click on "Customize" to customize the columns

    Click on "Customize" to customize the columns

  14. 14. Check the other information for the invoice and once it's ready, click on "Mark as complete" to finalize it or on "Save as draft" if want to make further changes later on

    You can also click on the down arrow next to save and preview the invoice

    Check the other information for the invoice and once it's ready, click on "Mark as complete" to finalize it or on "Save as draft" if want to make further changes later on

  15. 15. Once saved, you can click on the invoice number to download it

    Once saved, you can click on the invoice number to download it