Create the invoice for an entity

To create an invoice for an entity on eProcessify Invoices, you can follow these steps:

Step 1: In the top panel, click the plus button on the top right.

Click on plus button on the top right side

Step 2: From the options that appear, select "New Invoice." Next, select the entity you wish to generate the invoice for and choose the customer.

Select 'New Invoice'

Select the Entity and customer

Note: If there's only one entity, the entity selector won't appear. Just choose the customer.

Step 3: Now, the invoice will be displayed. Review the customer details.

Review the customer details

Step 4: Select the line item and enter the cost and quantity. If you need to add more line items, click the "Add Line Item" button.

Enter Cost and Quantity

Add line Item button

Step 5: To create a new item, click "Create Item" in the line item selector.

Step 6: After filling up all the necessary details, click the "Save Invoice" button to save the invoice.

Step 7: Once the draft is created, click the "Send Tax Invoice" option to send the invoice to the customer.

Click on 'Send Tax Invoice'

And that's how you create an invoice for an entity on eProcessify and send it to the customer from the platform!