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Tutorial 8 - Creating and emailing pdf invoice
In this lesson we will create our first
invoice, generate a pdf invoice and email it to the customer.
Select New Invoice from the
Main Window
From the next dialog, select the customer
you want to make an invoice for and click on OK
From the Next Dialog Click on Insert
from List
On the Next dialog , click an any item
to insert it into the Invoice.
Tip: First click on all
the items you want to add before pressing Exit
You can then make further changes to
the invoice as follows:
1.
Change the description here
2.
Change the quantity here
3.
Change the Unit price her
4.
Change the discount here.
5.
Change the shipping here
You can delete an item by click on
the item and then on the Delete button.
To insert an item, click on the
Insert item button
You can also change the Billing and
Shipping Addresses. Do do that, click on Adresses for the following
dialog.
Click on the Copy to 'Ship
to' and the Copy to 'Bill to' to copy the Bill
to or Ship to addresses or enter the fields.
You can also press the Options
button on the Invoice screen to enter the following information
There is also a Taxes field which allows
you to enter taxes applicable to the invoice.
Finally we now have an invoice.
To save the Invoice to print later,
click on Save and Exit
To save as a pdf and email it, click
on the Email as PDF button
To just print it, click on the Print
button.
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