> 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/invoice.md).
# Invoice
Invoice is a critical element in the sales process, as it formalize payment requests,record transactions,ensure legal compliance,aid in financial management, and contribute to efficient communication.
### Create and Manage Invoice
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
In Customers click on the **Customer’s name** to enter in details page
Click **Other** on the details page
In details, click on **+Invoice** to add a new invoice
Add all the details and **Save**
Your invoice will get added to **Invoice** Details.
### View Invoice
To view the **Invoice**, click on the Action menu (3 vertical dots)  in the **Invoice details** List for the Invoice that you would like to view and click the **View** button.
You can see all the details of your invoice. Here you can **Download/Print** **invoice details** and share them on **WhatsApp**
### Edit Invoice
To edit the **Invoice**, click on the Action menu (3 vertical dots)  in the Invoice Details List for the Invoice that you would like to view and click the **Edit** button
Edit the changes and **Save**
### Delete Invoice
To delete the **Invoice**, click on the Action menu (3 vertical dots)  in the Invoice Details List for the Invoice that you would like to delete and click the **Delete** button
Give your confirmation in the popup and the record will be deleted
Last updated 15 December 2025
