Crate an invoice

This feature is available for Basic, Pro, Team, Business, Enterprise Plan.

1. Log in to your Openbix account from openbix.com.

2. On the left-side menu, click Finance > Invoices.

3. Click Create invoice. (Could Vary, please refer Invoices page to know what you need)

On the invoice, you can do the following:

1. Enter an Invoice number.

🤓 You can type in a number of your choice as long as it has not been used for another invoice. For following invoices, the number will automatically generate in sequence.

1. Fill Invoice Date and Due Date

2. You can manage the currency (USD is default but you can add more) How to add currency.

3. Click Client. Select a customer from the list, or click Add to create a new customer.

4. Add a Project. Select/Search a Project from the list.

5. You can add a Shipping Address.

6. You have the option to write a Note For the Recipient.

Terms and Conditions

You can edit your Terms and Condition in the Setting: Finance.

Add items and attachements

1. Click Add an item for each product or service you are invoicing for.

2. If you have already added products or services, select one from the dropdown menu, or type the item name in the search box and select the item. If you have no items saved, click Add to create a new item, then type in a name and description.

3. Enter the quantity and price. If you entered a price when the item was created, Openbix will automatically fill it in.

4. If applicable, select a tax. Learn how to Create a tax.

5. Enter a short description.

6. If you want to add more product/services, just click Add Item.

7. If applicable manage your discount below the Subtotal field. Could be Percent or Fixed amount.

8. In the Attachments section below the footer, click the + icon to upload or drag and drop your files. For more information on file types and size limits, see Frequently asked questions about attachments.

9. Now you can Save, Save & Send, Save & Mark as Send or Save as a Draft.