How to make an invoice? Billing

Steps to Perform Billing

Before Starting

1. Verify the system date: Ensure that the day is set to the corresponding date.

General Instructions

2. Access the system:

• Go to the Sales window and select the Billing option.

3. Start a new document:

• Press the New Document button.

4. Assign a client:

• Add the client to whom the invoice will be issued.

5. Configure the details:

• Select the document type Invoice.
• Choose the payment method.
• Select the corresponding salesperson.

6. Add products:

• Select the product or products to be sold and specify the quantity.

7. Save and review:

• Click Save.
• A verification window will appear; check that everything is correct and press OK.

8. Obtain documents:

Two PDF documents will be generated:

• Original Invoice.
• Transferable Invoice.

NOTA: In this type of document, two documents will be downloaded, one original and another that will be transferable.