How to Create Invoices in Topline OS

Create a New Invoice.

Go to Revenue > click "+ New"

Edit your Invoice Info

By clicking +Add Product, you will be able to add the products, edit their price, and edit the quantity that you have already created in your products section.

Add Taxes to your Invoice

By clicking 3 dot icon, you can add tax.

Click on Add Tax Manually.

1. Add the name of the Tax

2. Add rate in %

3. Add a description or Tax id number

Add a Discount to your Invoice

You can add a discount to this invoice by clicking on the "Add Discount" icon

Send an Invoice

By clicking on the green button on the top right corner of the invoice, you will be able to send it to your client.

The invoice can also be sent via email and text if you want, as well as on test mode.

How to Check the Status of your Invoices

Go to the Invoices & Estimates tab where you will see the list of invoices and their statuses.
You can filter the invoices by status and date range as well