BILLING GUIDE

Create an invoice

Add a customer and items, review the total, then save or send an invoice.

WafloDashboardBillingCreate an invoiceSettings

Create an invoice

Navigation illustration — screenshot coming soon

Steps

1
Start an invoice
Open Billing → Invoices and select + New Invoice. You can also use + New Invoice on the Billing overview.
Create an invoice ↗
Start from Billing or the Invoices list.
Start from Billing or the Invoices list.
2
Choose a customer and items
Search for the customer by name or phone. Search the catalog to add products or services, or select + Add custom item. Check each item’s quantity, rate, and GST.
Add the customer and item details before reviewing the invoice.
Add the customer and item details before reviewing the invoice.
3
Review the summary and dates
Check the subtotal, tax, total, invoice date, and due date. Add notes if needed. Select Save Draft to finish later, or Send Invoice when it is ready for the customer.
4
Open the invoice detail
After sending, open the invoice to review its status, customer, items, and total. The detail page offers Record Payment and PDF actions.
Use the invoice detail page to review the bill and record payment.
Use the invoice detail page to review the bill and record payment.