Create an Invoice

Use these steps to create an invoice to request payment from customers for the items they ordered.

To create an invoice:

  1. Under the Sales Orders menu section, go to Manual Invoices.
  2. Click + New Invoice.
    The New Invoice wizard displays.
  3. Select a customer name or number. This field is required.
  4. Select a company name or number.
  5. Click Create.
    Maconomy automatically navigates to the invoice you just created, and saves your changes.
  6. To add an invoice line, click + Add Invoice Line.
  7. Fill out the fields as needed.
  8. Click Save or press ENTER.