Create Light Invoice (no lines)

Enter the “Send Web Invoice” module from the main menu.

Select the customer for whom the invoices are intended. If the customer name does not appear in the list below, click on "Find customers" and search for the customer name.

When finished, click on "Next" on the bottom right side of the screen.

Next, click on the words "Upload File" on the right side of the screen to upload your original invoice image (make sure that it is in PDF or JPEG format).

Then, fill out all required fields (indicated with a red asterisk) on the left side of the screen according to the original invoice information. 

Please Note

The digital signature password field will always be automatically filled out for you, so there is no need to make updates to this field. 

Review the invoice details and when you are ready, click “Send Invoice”.

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