How to Create an Invoice
To create a new invoice, go to Sales > Invoices, then click the “Create New Invoice” button.
🧍♂️ 1. Choose a Customer
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Select a customer from the dropdown — their billing details will auto-fill.
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You can manually edit this info using the edit icon.
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Changes made to billing or shipping apply only to the invoice, not the customer profile.
📅 2. Enter Invoice Details
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Invoice Number – Auto-generated for easy tracking.
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Invoice Date – The creation date of the invoice.
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Expiry Date – The last valid date for the invoice terms.
🏷 3. Additional Invoice Fields
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Tag – Add labels to organize and filter invoices.
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Allowed Payment Methods – Choose how the customer can pay (e.g., via Eykegai CRM online gateway).
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Currency – Set automatically based on system or customer profile.
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Sales Agent – Assign the rep handling the sale.
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Recurring Invoice – Set a schedule for automatic repeat billing (e.g., monthly).
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Discount Type – Apply fixed or percentage-based discounts.
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Admin Note – Internal-only field for team notes or instructions.
➕ 4. Add Items
Choose products or services to include:
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Description – Short label for the item (e.g., 50 bags of cement).
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Long Description – Detailed explanation (e.g., Cement bags for plastering).
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Unit – Quantity to be billed.
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Rate – Price per unit.
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Tax – Select the applicable tax rate.
Items auto-fill from the database or can be added manually using the ➕ icon.
💬 5. Add Client Note (Optional)
Include personalized messages, payment terms, or special instructions — visible to the client on the invoice.
💾 6. Save and Record Payment
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Click “Save” to finalize the invoice.
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To record a payment, click the dropdown beside the Save button and select “Payment”.
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Fill in:
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Payment Date
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Transaction ID
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Payment Mode
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Then click Save to complete the process.
To record the payment of the invoice, click the drop-down icon next to the Save button. This will redirect you to the relevant page.
After clicking on Payment, you will be redirected to the payment page. Enter the payment date for the invoice and provide a transaction ID for easy identification. Select your preferred payment mode, and once all the necessary information is entered, click Save.
