Transcript of the video:
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This video will walk you through creating and sending
an invoice from the Dashboard on Web.
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Here's how you create an invoice
and send it to a customer.
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Select Invoices from the left menu.
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This is the Invoices dashboard showing all drafted,
sent, outstanding and completed invoices.
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To create new, select New Invoice.
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Add an existing customer.
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Or add a new customer.
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Enter the new customer's contact information
and select Create Customer.
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Select the Payment Terms from the dropdown menu.
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Select Apply.
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Customize with notes as needed.
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Click in the Add an item field to select and add items
from your menu or catalog to the invoice.
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Once items are added, adjust the numbers of each
in the Quantity field.
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Once quantities are updated, add any discounts
or service charges as needed.
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Once done, select Preview & Send.
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Preview the invoice. If everything looks good,
select Send invoice.
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Your invoice is sent, one step closer to payment.