You can watch the video procedure or follow the instructions below.

Instructions

1. Go to the “Accounting” tab and the “Collections” subtab.

2. Click on “Invoicing” at the top right.

3. Tick “Contact” in the “Assignation” column, and select the contact to which the invoice is assigned, or create them if they are not in your contact list..

4. To create the contact, click on “+” next to the dropdown list.

5. Select the account of the invoice, or create a new account.

6. To create an account, click on “+” next to “Account.”

7. Describe the invoice, and enter the amount.

8. Check that the date at the top right is correct.

9. Click on “Finish.”

10. To view the invoice, click on “Letter” at the top right.

11. To send the invoice, open it in letter format, and click on “Send” at the top right.

12. When you receive the payment, go to the “Collections” subtab, and enter the date of payment, the payment method, and the amount.

You have now created an invoice for a contact.

Transcription of the Subtitles

Here is how you create an invoice for a contact.

Go to the “Accounting” tab and the “Collections” subtab.

Click on “Invoicing” in the upper right corner.

Tick “Contact.” If you have not created the contact, click on the plus sign next to the dropdown list.

Enter the name of the new contact, click on “Next,” enter their address, and click on “Finish.”

Select the account that best describes the invoice. For this example, I will select “Other Fees.”

You could also create a new account by clicking on the plus sign next to “Account.”

Enter a description of the invoice and the amount of the invoice.

Make sure that the date is correct, and click on “Finish.”

To view the invoice, click on “Letter” in the upper right corner.

You can also send the invoice via email by clicking on “Send.”

To enter the payment, go back to the “Collections” subtab.

Enter the date of payment, the payment method, and the amount.