Invoicing

Navigate to the Invoice Management Section

Create a New Invoice

• Tap or click “Create Invoice”

Enter Recipient Details

• Input the recipient’s Email address & mobile number

Add Invoice Details

• Invoice Number
• Issue Date
• Due Date
• Recurring Date
• Line Items:
• Description of product or service
• Quantity
• Rate or price per unit
• Taxes (if applicable)
• Discounts (optional)
• Interest

Review and Confirm Total Amount

• The platform will auto-calculate the total.
• Confirm or adjust fees if needed.

Add Notes or Terms (Optional)

• Late fees, payment instructions, return policy, or thank-you notes.

Preview and Send

• Review the full invoice.
• Tap “Generate & Send”
• The recipient gets a notification by email

Track Invoice Status

• Monitor the invoice to see if it’s been:
• Sent
• Viewed
• Paid