Create Invoice
Create and save a new invoice for a customer.
📄 Form Fields
| Field | Description |
|---|---|
| Customer | Dropdown to select the customer being billed. Required. |
| Due Date | Date picker to select when the invoice should be paid. Required. |
| Currency | Dropdown to choose currency (e.g., BRL - Brazilian Real). Currently fixed. |
🧾 Invoice Items
Each invoice can have multiple items (products or services):
| Sub-Field | Description |
|---|---|
| Product Selector | Dropdown to select a product or service. |
| Quantity | Input for how many units of the item to bill. |
| 🗑 Remove Icon | Deletes the corresponding invoice item from the form. |
Click + Add Invoice Item to include additional line items.
💰 Total Calculation
- Total updates automatically based on selected items and quantities.
- Example:
Quinlan Cohen - R$850.00 × 2+Camden Allen - R$14,500.00 × 3+Petra Neal - R$120.00 × 1= R$45,320.00
📝 Finalize
| Action | Effect |
|---|---|
| Save as Draft | Saves the invoice without sending or activating it. Editable later. |
| Create Invoice | Finalizes the invoice. Marks it as Open. Cannot be edited afterward. |
💡 Tips
- Drafts are useful for incomplete or pending invoices.
- Only finalized (
Open) invoices can be paid. - Use clear item descriptions and verify due dates before saving.