How-To:Invoice

How to create an “Invoice”

1. Open the app and navigate to the 'Billing' section.

2. Click the down arrow and select "Create Invoice".

3. Enter a search term or use "This is a test". Double-click or press Enter.

4. Input the invoice date and due date for the specific person being billed, and add interest from the date.

5. Utilize the available Invoice options to include a quote, use rates as of the date, set a cut-off date, and choose whether to charge GST.

6. If available, select a previous template for configuration.

7. Navigate to the trust transfer section.

8. Enter the transfer date, trust balance, transfer amount, and view the balance after transfer. Optionally, add a document for authorization.