How do I create an invoice?

Yes. You can create an invoice manually whenever you need to bill a customer for something you haven't tracked anywhere else in Nassima yet.

Go to Sales under Finance — it opens on Invoices. Select Add new invoice. To create the invoice, Nassima needs:

• Customer
• At least one line item, added before you send or issue it

You can then round it out with:

• Tax rates
• A discount
• Payment terms
• A due date
• Notes

Once it's built, you can add as many line items as the work needs, each with its own description, quantity and price, apply taxes and discounts, and set the payment terms the customer will see. From there you can send the invoice to the customer, make it available through their customer portal along with a payment link so they can pay online, and export it as a PDF or as XML.

You don't always have to start from a blank invoice. If you've already completed a job or work order for that customer, you can generate the invoice straight from it instead of building one from scratch — see Create invoices from work orders for how that works, and Work orders for how that job record comes together in the first place. Turning an approved quote into a job and then into an invoice is its own connected workflow, covered under Quote to job to invoice pipeline.

However it starts, the invoice stays tied to the same customer record as their bookings, jobs and payments, so nothing about them has to be re-entered.