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Create New Invoices - Invoice Manager for Excel

For a quick start tutorial, click here.

There are several ways to start creating an invoice. Each method will eventually lead you to the same interface - the Invoice worksheet. For example, if you click the New Invoice button on the Customer Edit window, the system clears the Invoice worksheet and fills it with the information about that customer. This is the same as clicking the Clear & New button to clear the Invoice worksheet, and then clicking the Select Customer on-sheet picker button to select the customer.

There are 3 essential steps to create an invoice:

  1. Clear the Invoice worksheet. This can be done by clicking the Clear & New button.
  2. Fill in the necessary information, including customer information and product information.
  3. Save the invoice to the database by clicking the Save Invoice button.

For additional information, please refer to the Invoice Detail section of this chapter for more information.