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v1.0 · Updated Mar 18, 2026

Creating Sales Invoices


Creating accurate invoices is essential for your cash flow. Follow these steps to generate a professional invoice.

First, select your customer from the dropdown. If it is a new customer, you can add them on the fly by clicking the "+" icon next to the dropdown.

Next, add your line items. You can select products or services. The system will automatically fetch the default selling price and applicable taxes.

Note: You can apply document-level discounts globally, or line-level discounts per item.