Generate Invoice

How can we help you?

Generate Invoice

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.

invoice management system


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.

purchases management system

This is how the invoice will be generated.

generate invoice

Step-5. To make a payment, click on the ‘More‘ button & select ‘Record Payment’.

Step-6. Select the ‘Mode of Payment’ & ‘Payment Date’.

payment management system

Step-7. Click on the ‘Save’ button.

save details