Invoicing From An Installment

This section allows you to send an invoice to your customers based on the installments schedule.

Within the “Installments Schedule” page:

1. On the “Installment Schedule” table, on the “Actions” column, click on the “+Invoice” action
2. This will reveal a “Create Invoice” popup window. Confirm the details are correct and then click on the “Save” button at the bottom.
3. The system will automatically create an Invoice and reveal the generated invoice
4. On the newly generated Invoice, you can email it to the customer by clicking on the “Email” button. Confirm that all the information on the email including the addresses is correct, then click on the “Send” button at the bottom