1- Select a document type
2- Select a client
You can also choose a project and a template. However, they are not relevant for this tutorial. Choose the help button in the bottom left corner for more information.
Totals supports 6 different line item types.
Choose "Insert New Item" to add a new line item with quantity and price.
Repeat this step for each line item.
Line items can also be created by dragging items from the right catalog to the invoice editing area.
1- Field for document#. The suggested number (grey) will be used if nothing else is given.
We recommend not to enter values manually in this field. Instead setup a number format in Settings->Nr.Formatter.
2- For more details, choose the help button.