Adding an Invoice to the Workflow

How to add an Invoice in the Workflow

  1. From the main menu, click on “Workflows”.
    • Note: If you want to add a second workflow, you’ll find the workflows in the main menu named after the type of the first workflow. For example, if the type of the first workflow is “Car Contracts”, workflows will appear in the main menu under the name “Car Contracts”.
  2. Click on the document associated with the workflow you want.
  3. Click on the “Add” button.
  4. Select from the menu “New Invoice”.
  5. Fill out the invoice data as required. For more details about the nature of the invoice fields, see the guide “Creating a Sales Invoice”.
  6. Click on the “Save” button.
  7. Note: The software adds a record for the created invoice within the document associated with the workflow, and the payment value is recorded as a cash flow appearing within the activities log in the document.