📄Issuing an Invoice

How to issue an Invoice using Invoicing module for Concord CRM

To issue an invoice in Concord CRM using the module, follow these steps:

1. Access the Invoices Section Navigate to the Invoices section from the main dashboard or the sidebar menu. This is where you can manage and create all invoices for your clients.

2. Create a New Invoice Click on the New Invoice button. This will open a form where you can enter the details required for the invoice.

3. Fill in Invoice Details In the invoice form, provide the necessary details, including:

   • Client: Select the client from the dropdown list.

   • Invoice Date: Set the date when the invoice is issued.

   • Due Date: Define the deadline for payment.

   • Items or Services: Add each item or service along with its description, quantity, and price.

   • Tax and Discount (optional): Apply any relevant tax or discount.

4. Review and Finalize Once all details are entered, review the invoice for accuracy. Ensure that all entries are correct, including client information, item descriptions, quantities, and prices.

5. Save and Issue Click Save to create a draft or Issue to finalize and send the invoice to the client. The invoice will be marked as issued and available in the Invoices list for tracking and further actions.