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.