Create a Virtual Invoice for Engineering with Ease

Virtual invoice for Engineering

how to create invoice to create an invoice click on create invoice button on the home page invoice editor needs to pull different data to show up that includes business information customer and product details and also tax rates let's start with setting enter business information such as the name email and business address of your company you can also upload logo if you want to show some notes on invoice update content here define currency invoice number prefix and invoice number to start with by default it will start with one click on Save Settings button to apply changes if tax is applicable you can add tax details on invoice click on tax list add your applicable tax type for example here we adding 5% VAT save it [Music] click on product service link to add your product or services you want to show an invoice add product name description price save it add more products if you want now click create invoice if you already have customer details in your address book select one by typing his name or click on that customer link to create new [Music] [Music] you can manage all your customer details under address book section enter customer name Ron it will pull user details select date currency and theme of invoice select invoice due date this is default invoice number I will automatically generated with every new invoice you can offer a discount percentage for this invoice and set purchase order number with this checkbox you can show hide logo on invoice under product section enter product name it will pull all the product details you enter under product listing change quantity to four add tax by selecting that from drop-down if you want to add more product click on add item update notes or legal terms if you want hit save if you want to send it later or click on send button to send the invoice to selected customer this pop-up will allow you to update t mail content which is being sent to the customer update subject and message if you want and hit the send button you will be redirected to invoice listing page from where you can net it send and preview the invoice you can also update theme and use invoice URL to share it with others under my invoices rollover to Settings icon you will see different options edit will let you edit the invoice payment status will let you update payment details if you received in full or partial share will let you send the invoice to other people recent seen the same invoice again void make invoice void preview view invoice layout delete delete the invoice permanently thank you please log in and create your invoice survey crestcom