# Invoice

### Create and Manage Invoice <a href="#create-and-manage-invoice" id="create-and-manage-invoice"></a>

You can add an invoice to the customer’s details page

To add invoice

Go to the **Sales** menu and click on the **customer** sub menu

<figure><img src="/files/qraRqnnIAW32UcnbROeh" alt=""><figcaption></figcaption></figure>

In Customers click on the **Customer’s name** to enter in details page

<figure><img src="/files/79kk1F6n1oJ0ohEOF608" alt=""><figcaption></figcaption></figure>

Click **Other** on the details page

<figure><img src="/files/mRouaoab8HT5aslHdUeQ" alt=""><figcaption></figcaption></figure>

In details, click on **+Invoice** to add a new invoice

<figure><img src="/files/77R8S1tZnePcgJXnwLLy" alt=""><figcaption></figcaption></figure>

Add all the details and **Save**

<figure><img src="/files/aiuJMGAsPUVjx7SFSu9P" alt=""><figcaption></figcaption></figure>

Your invoice will get added to **Invoice** Details.

<figure><img src="/files/yrEloj1uGEL0jz8EeMeJ" alt=""><figcaption></figcaption></figure>

### View Invoice <a href="#view-invoice" id="view-invoice"></a>

To view the **Invoice**, click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FLnS8655ZbOsoosV7bVl2%252F6.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=98887ed1\&sv=2) in the **Invoice details** List for the Invoice that you would like to view and click the **View** button.

<figure><img src="/files/p4RucLCitgRFwTUaIVda" alt=""><figcaption></figcaption></figure>

You can see all the details of your invoice. Here you can **Download/Print** **invoice details** and share them on **WhatsApp**

### Edit Invoice <a href="#edit-invoice" id="edit-invoice"></a>

To edit the **Invoice**, click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FD6ArpyKPgEoWQiQ8CxLC%252F9.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=487b01ef\&sv=2) in the Invoice Details List for the Invoice that you would like to view and click the **Edit** button

<figure><img src="/files/sg0C6LlI5IDzhK9aaoAa" alt=""><figcaption></figcaption></figure>

Edit the changes and **Save**

<figure><img src="/files/lpxuTdSRvx9fyXZeK9Wd" alt=""><figcaption></figcaption></figure>

### Delete Invoice <a href="#delete-invoice" id="delete-invoice"></a>

To delete the **Invoice**, click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FLPfgyr4Yza728iBf7pRR%252F12.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=25a5a836\&sv=2) in the Invoice Details List for the Invoice that you would like to delete and click the **Delete** button

<figure><img src="/files/kudqhhFebUEHvrlB6N9F" alt=""><figcaption></figcaption></figure>

Give your confirmation in the popup and the record will be deleted

<figure><img src="/files/4cd4VuZreC82Qd2GIyfI" alt=""><figcaption></figcaption></figure>

Last updated 15 December 2025


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