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How to create an invoice

From a trip

1. Open Trips and find the trip.
2. Tap the invoice icon on the trip card. The customer, route, date and fare are filled in.
3. Check the lines, tax and the due date.
4. Save.

From scratch

1. Open Invoices and tap New.
2. Choose the customer.
3. Add a line for each thing you charge for, with a quantity and a rate.
4. Add tax or a discount if you use them. Enter an advance if the customer has already paid part.
5. Save.

Send it

Download the invoice as a PDF or a picture, then send it on WhatsApp, Viber or email.

When it is paid

Open the invoice and tap Mark paid. Your accounts and reports update at once.

Quotations

Choose Quotation when the customer wants a price first. Quotations are not counted as income.