> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/create-invoice.md).

# Create Invoice

User can create an invoice in customer

To create an invoice,

Go to CRM

<figure><img src="/files/KcoMbar6UUhXzlKhA7tI" alt=""><figcaption></figcaption></figure>

In CRM, select the sales and go to customers

<figure><img src="/files/9sfDkX5OA5RlRwVtGkYp" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/cbOdoCLRXh5s2fA0xVdp" alt=""><figcaption></figcaption></figure>

In detail page, go to detail tab

<figure><img src="/files/aVdMJrpEkhK7S1AS3xkP" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/eKU0vu7PTGFBsvNPxXXQ" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/CHsDI2vi1NuDFac7DILv" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/OwvOsSZa6S5D0T1nvx23" alt=""><figcaption></figcaption></figure>

Add the product details in Order Items

<figure><img src="/files/JxUDzyMBjlnP0LY86rl3" alt=""><figcaption></figcaption></figure>

Add discount and tax if any and click on the next

<figure><img src="/files/qKPHUt16svJbFigK4n7e" alt=""><figcaption></figcaption></figure>

Check the review of created invoice

<figure><img src="/files/NfKgtAkKddJgElNTdRhQ" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/X88QQ8dTNCgSWOC9L1Ho" alt=""><figcaption></figcaption></figure>

A record will be added in the Invoice details

<figure><img src="/files/EM7GTKfVqr6HfsspW2Ta" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/P0rxCnd8AVxxVGb5o8y5" alt=""><figcaption></figcaption></figure>

User can select any field to edit

<figure><img src="/files/LCckm3H2YOUbsA7X1geF" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Cub2z7itTC6WB5wppPLM" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/9MirNI5dkAoUXUNWIZeg" alt=""><figcaption></figcaption></figure>

Add the product

<figure><img src="/files/2b6FrNZwKgsrqKCPoizR" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/pfIguRofhwLc0GvDY0Kn" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/s2VzYtohTGLotd37DxeI" alt=""><figcaption></figcaption></figure>

Last updated 16 December 2025