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In this article, you’ll learn how to generate invoices in your Membroz account.
Steps of generating invoice:
Step – 1. In the Organization Menu, select ‘Purchase’.
Step-2. Navigate to the ‘Invoice’ option.
Step-3. After selecting the ‘Invoice’ option, click on the ‘Add Invoice’ button.
Step-4. The only detail that is mandatory is ‘Vendor Name, Invoice Date & Due Date ’. Also, add ‘Items’ to your invoice.
On entering all the info, click on the ‘Save’ button.
This is how the invoice will be generated.
Step-5. To make a payment, click on the ‘More‘ button & select ‘Record Payment’.
Step-6. Select the ‘Mode of Payment’ & ‘Payment Date’.
Step-7. Click on the ‘Save’ button.