How to Create and Manage Invoices

,You can create invoices directly from proposals or manually, apply taxes, record payments, and sync to QuickBooks.

Steps:

1. Navigate to the Invoices module.
2. Click New + to create a manual invoice (or click Create Invoice from a Proposal).
3. In the invoice detail view, add Line Items, Quantities, and Unit Prices.
4. To apply tax, click the Tax button on a line item and select the appropriate tax rule. 
   
5. Click Save.
6. To record a payment, click the Payment button in the top-right corner.
7. Enter the Payment Amount, Method (e.g., Check, Cash), and click Save Payment. 
   
8. To sync to accounting, click Sync to QB. 
9. To Share the Invoice as PDF, click on Share and select your Invoice Template and Click Send.