# Create Invoice

User can create an invoice in customer

To create an invoice,

Go to CRM

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In CRM, select the sales and go to customers

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Select the customer and click on the customer name to open the detail page

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In detail page, go to detail tab

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In detail tab go to invoice details and click on +Invoice

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Add all the details of invoice in Details tab and click on next

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FTZ0FRMsZ5OLue6t9e8mh%2Fimage.png?alt=media&#x26;token=4884c620-b778-47ee-939f-f85b4e9b2ff3" alt=""><figcaption></figcaption></figure>

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Add the product details in Order Items

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FJtyoyujjjCBQf6WCMH4B%2Fimage.png?alt=media&#x26;token=01579e67-61cc-493b-86b3-5be68d81e344" alt=""><figcaption></figcaption></figure>

Add discount and tax if any and click on the next

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FKM27MPhd6vU1x7grqNqt%2Fimage.avif?alt=media&#x26;token=c7f45570-452d-4d85-af25-a7c27c6e64e0" alt=""><figcaption></figcaption></figure>

Check the review of created invoice

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<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FOVNnX2GAG47LlRK3bnTj%2Fimage.png?alt=media&#x26;token=7b7467ff-a566-4a37-97fb-a1c0c924b199" alt=""><figcaption></figcaption></figure>

A record will be added in the Invoice details

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fo1OyU1vX2dqV7iwmpPIi%2Fimage.png?alt=media&#x26;token=b99f7b0a-4bb7-40dc-94d9-3e0cf5482054" alt=""><figcaption></figcaption></figure>

To edit the invoice, click on the 3 dots and select the edit option

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User can select any field to edit

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If user wants to change the quantity of added product it can be edit in the edit option

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FYxrdRFBxsDcGRWrV2Kvm%2Fimage.avif?alt=media&#x26;token=d61e4477-70a4-4e23-8d37-1a10976e48e8" alt=""><figcaption></figcaption></figure>

If user wants to add a new product, click on Add new

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Add the product

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FIMrIFmlcgqK4QUhMLU18%2Fimage.png?alt=media&#x26;token=70d67102-2824-4bec-b5f3-0043b5069671" alt=""><figcaption></figcaption></figure>

User can edit the added discount and tax, and it will be reflected on the review page

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FymDRdJL3jDfaiG2PpJu0%2Fimage.png?alt=media&#x26;token=562beab4-54ca-4791-a6ab-63bb5d50202b" alt=""><figcaption></figcaption></figure>

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FEO0TyZPOhBKBzYYLF6C8%2Fimage.png?alt=media&#x26;token=ddd25578-9037-4ee0-ad79-b032c4bf46c9" alt=""><figcaption></figcaption></figure>

Last updated 16 December 2025