Generate Invoice

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.

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.