{"id":5573,"date":"2021-10-14T20:18:06","date_gmt":"2021-10-15T00:18:06","guid":{"rendered":"https:\/\/proprioexpert.com\/knowledge-base\/how-to-create-an-invoice-for-a-contact\/"},"modified":"2024-02-14T15:15:36","modified_gmt":"2024-02-14T20:15:36","slug":"how-to-create-an-invoice-for-a-contact","status":"publish","type":"epkb_post_type_1","link":"https:\/\/proprioexpert.com\/en\/knowledge-base\/how-to-create-an-invoice-for-a-contact\/","title":{"rendered":"How to Create an Invoice for a Contact"},"content":{"rendered":"\r\n\t\t
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Steps to Follow<\/h2>\n\n\n\n

1. Go to the \u201cAccounting\u201d tab and the \u201cCollections\u201d subtab.<\/p>\n\n\n\n

2. Click on \u201cInvoicing\u201d at the top right.<\/p>\n\n\n\n

3. Tick \u201cContact\u201d in the \u201cAssignation\u201d column.<\/p>\n\n\n\n

4. Select the contact to which the invoice is assigned, or create them if they are not in your contact list.<\/p>\n\n\n\n

5. To create the contact, click on \u201c+\u201d next to the dropdown list.<\/p>\n\n\n\n

6. Select the account of the invoice, or create a new account.<\/p>\n\n\n\n

7. To create an account, click on \u201c+\u201d next to \u201cAccount.\u201d<\/p>\n\n\n\n

8. Describe the invoice, and enter the amount.<\/p>\n\n\n\n

9. Check that the date at the top right is correct.<\/p>\n\n\n\n

10. Click on \u201cFinish.\u201d<\/p>\n\n\n\n

11. To view the invoice, click on \u201cLetter\u201d at the top right.<\/p>\n\n\n\n

12. To send the invoice, open it in letter format, and click on \u201cSend\u201d at the top right.<\/p>\n\n\n\n

13. When you receive the payment, go to the \u201cCollections\u201d subtab, and enter the date of payment, the payment method, and the amount.<\/p>\n\n\n\n

You have now created an invoice for a contact.<\/p>\n<\/div>

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