How do I Create an Invoice for both Items and Services?

Steps to Create Invoice for both Items and Services

1. Log in and access Invoices App from your universal navigation menu bar.
2. Click on “More” icon located at the app header bar and click on "Settings".
   
3. Click on “Invoice” from left navigation panel and select "Default Invoice Line" from the drop down.
   
4. You can enable "Allow users to select the lines they want, while creating an Invoice” check box to choose your preferred invoice line at the time of creating invoice.
   
5. Enable “Display both Items and Services” to create invoice for both services and items.
6. When you click on “Create Invoice” button. You can view “Create Invoice” pop up as shown in the image below:
    
7. Click on “Continue” button to create invoice.
8. You can view the invoice creation page with Services and Products/Items as shown in the image below:
    

Related Links

Read more about:

• Create invoice for services only
• Create invoice from items only
• Create new invoice