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Invoice Creator

Before the first use, you have to setup the Invoice Creator button.
Below is a workflow for creating and downloading an invoice

• Create a new Invoice

  • Click on ➕
  • Select a company to "Bill from" (i.e. contractor) and to "Bill to" (i.e. customer)
    • You might to need the companies to the base's table 🏢Company, and specify their Name, Address, Email, Contact Person and Payment Details
  • Select the invoices currency

• Add items to the invoice

  • By clicking ➕Add Item: enter item's hourly rate/billable hours or item price/item quantity
  • By clicking ➕Add Task to Invoice Items: automatically transform a task to an invoice item

• Saving the Invoice to PDF

  • Click Open Invoice
  • Click Print🖨️
  • Click Print
  • Select Save As PDF
  • Click Save

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