How to Create Invoice
Ml

Marcial lopez

Created Aug 08, 2024

How to Create Invoice

27
1

Click on Dashboard…

Click on Dashboard…
2

Click on Receivables

Click on Receivables
3

Click on All Invoices

For Single Invoices:

Click on All Invoices
4

Click on Invoices…

Click on Invoices…
5

Click on Create New Invoice

Click on Create New Invoice
6

You will be redirected here

You will be redirected here
7

Click on Select customer…

Click on Select customer…
8

Select a customer…

Select a customer…
9

Click on Confirm

Click on Confirm
10

Upload files if applicable

Upload files if applicable
11

Fill in the necessary details

Fill in the necessary details
12

Check if amount is correct

Check if amount is correct
13

Click on Send invoice

Click on Send invoice
14

You have Successfully saved your invoice!

You have Successfully saved your invoice!
15

Invoice Preview

Invoice Preview
16

Click on Recurring Invoices

For Recurring Invoices:

Click on Recurring Invoices
17

Click on Create new recurring invoice…

Click on Create new recurring invoice…
18

Click on Create new recurring invoice

Click on Create new recurring invoice
19

Fill in the necessary details

Fill in the necessary details
20

Click on Select a customer

Click on Select a customer
21

Select a customer

Select a customer
22

Click on Confirm

Click on Confirm
23

Click on Manage line items

Click on Manage line items
24

Fill in the necessary details

Fill in the necessary details
25

Click on Confirm the billing details

Click on Confirm the billing details
26

Check billing details

Check billing details
27

Click on Recurring Invoice Sending Options

Click on Recurring Invoice Sending Options
28

Check Create all invoices for this recurring invoice?

Check Create all invoices for this recurring invoice?
29

Click on Submit

Click on Submit
30

Congratulations! You made a Recurring Invoice!

Congratulations! You made a Recurring Invoice!
Well done!
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