Create a new invoice
Cybooks will save the invoice every few seconds once you’ve added a customer. Invoice fields are automatically filled with details. You can update a detail if it’s not correct.
From the Main menu click Sales & Payment , then select Invoices.
Click the Add invoice button in the header.
In the Customer field, start typing to select an existing customer or to add a new one. You can click on the customer name you’ve selected to view or edit their details.
In the Item field, start typing with an @ to select an existing item from your products & services or add the details manually by adding the description of the item, then the Quantity and Price.
(Optional) Click the delete icon to remove the line from the invoice, or to edit an inventory item, click in the Item column twice, then click Edit.
Once you’ve finished entering your invoice, click Save & close to save the invoice as a draft. Or click the arrow next to Save & close then select:
Save & add another – To save the invoice as a draft and open a new draft invoice.
Approve & Email – To save the invoice and send it by mail
