Summary:
This guide explains how to generate a one-off, custom invoice directly from a customer’s profile in the CRM. It covers selecting items, customizing details, and finalizing the invoice.

Create an Immediate Invoice

1. Access the Customer Record

• Click on the CRM module.

• Open the customer record for the client you want to invoice.

• Go to the Finances tab.

• Click the Immediate Invoice button.

  • If the button doesn’t appear, click the “…” menu and select Immediate Invoice.

2. Enter Invoice Details

• Choose the invoice date (past or future dates allowed).

• Select the items, move them to the right with the middle arrow, and enter the desired quantity.

• Optional: create an “exceptional” item (a one-time item that won’t be saved in your database). Fill in the fields and click Save.

3. Configure Invoice Format

• Click Next.

• Select a report.

• Update the address, and add a header and/or footer if needed.

• Click Next.

4. Choose Email Options

• Select the email template you prepared in advance.

• (Required step, even if you don’t plan to send the email.)

   

5. Finalize the Invoice

• Print, send by email, both, or neither.

• Exit the process.

Result:
The invoice is now visible in the client’s account as unpaid. You can leave it as unpaid until payment is received, or mark it as “Paid Invoice” if already settled.