The workflow of an invoice in Erpisto is as follows:
- Create an invoice.
- Save it as a draft to be edited later (Save as Draft) or send it to your customer’s email address right away (Save & Send).
- In case the invoice crosses its due date, its status changes to Overdue.
- When you receive the payment from your customer, you can Record Payment for the invoice.
- After recording payment, the invoice status changes to Paid, and this will reflect in various sales reports.
- From the Sales module
- Go to Sales > Invoices.
- Select + New button in the top right corner of the page.
- Select the Customer Name, Invoice Date and other details.
- Enter the Item Details.
After entering the required details, click:
- Save as Draft – to send it to your customer later
- Save & Send – to send it to your customer right away
