How to create a Professional Invoice

How to create a Professional Invoice


Info
Quick simple steps on how to generate a professional invoice.
  1. Log in to your Mainstack Dashboard.
  2. On the Home page, click on the Invoicing icon.
  3. Click on Create Invoice.
  4. Select Professional Invoice, and
  5. Click Next.
  6. Proceed to input all the necessary information about the client.
  7. Click on Next.
  8. Input all the necessary information about the invoice (you can add multiple items).
  9. To set the item/service price, click the currency menu button, select the local currency of the client, and input the amount. Proceed to set discounts and tax rate (this is optional), and
  10. Click Next
  11. Click on your preferred payment structure (One-time payment or Pay In Tranches payment structure), and
  12. Click Generate.
  13. Well done! You have successfully generated a professional invoice. 
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