How to create an invoice

Accounting > Account receivable > Invoices

2. click on +Create

3. Select the agent you want to invoice. Then click on next.

4. Fill in the "Invoicing profile" section

**object : it's the name of the invoice

5. In the Details section, add the Invoicing element in the invoice. Then save and close.

If you have more than one invoice item to apply to the invoice, you must enter them one by one.

If the billing element is a fix fees, the amount is entered automatically ( if it was entered at the time of creating the billing element ) . If it is a variable charge you must enter the unit amount.

The quantity should always be 1 or more depending on the number of times you want to charge

6. When all the invoicing elements are entered and the information is valid you click "Save and Close" at the top of the page. The invoice is available for any changes if there is an error.

When you press "Submit" the invoice is submitted to the broker ( therefore in his profile of broker ) and ready to be paid and cannot be changed.

If you realized that the invoice had an error after you submitted it and your broker has not paid it yet you can delete it by clicking on "Credit" and start the invoice again.