Revenue: Creating a New Invoice

To create a `new invoice, follow the steps below.

1. Click in the ribbon

2. Click Finance

3. Click Revenue

4. Click Invoices

5. Click in the upper right hand corner

6. Choose a program

7. Choose a customer

8. Select the current date

9. Select invoice due date

10. Add notes

11. Click Add Line Item

    • Choose a project

    • Choose a revenue type

    • Describe the item

    • Enter item unit price

    • Enter tax rate

    • Enter quantity

    • If item is tax deductible, check box

    • Click Done

12. Add more line items if necessary

13. Click Save