To create a new invoice in Zuriey CRM, follow these steps:
- Navigate to Invoices: Go to Menu -> Sales -> Invoices and click on Create New Invoice.
- Select Customer: Choose the customer for whom you are creating the invoice.
- Select Project: A dropdown menu with associated projects will appear below the customer selection field. If there are no projects linked to the selected customer, this dropdown will not be displayed. Select the relevant project from the dropdown.
- Configure the Invoice: Customize the invoice according to your needs, including details such as items, quantities, and pricing.
- Save the Invoice: Once you have configured the invoice, save it.
- View the Invoice in Project Area: Navigate to the project area and click on the Invoices tab. Here, you will be able to see the newly created invoice associated with your selected project.
This streamlined process makes it easy to manage invoicing in relation to specific projects and customers within Zuriey CRM.