Create Invoices Without Orders

You can add invoices without an order directly via the following path: Navigation Bar Customers Invoices Create Invoice

Create Invoice

When creating an invoice, specify a customer and fill in the remaining details. Additionally, you can configure custom attributes, such as linked orders, to associate the invoice with the selected order.

Add Pricelist Items

Unlike invoices from an order, you can add pricelist items after the invoice is created.

Enter a description and the examination; once saved, the item will appear on the invoice. The invoice remains in "Draft" status until it is sent.

Bill Orders

Go to the order to be billed and add all applicable pricelist items. With the button Suggest Pricelist Items, you can automatically add pricelist items based on the examinations performed in this order. The pricelist items are managed in the price list (see instructions Manage price list).

Related Topics: Sending Invoices, E-mail templates for reports and invoices