# Invoice {% embed url="" %}
Step 1: Create a New Invoice Navigate to the **Sales** dropdown, select **Invoice,** and click **"Add New"** to create a new invoice. ***Note:** You can skip this step if you are generating the invoice directly from a quotation.*
Step 2: Insert Invoice Details 🔹 **Invoice Date *****(Required)***\ Select the date the invoice is issued. 🔹 **Set Recurring *****(Required)***\ Define how often this invoice should repeat (e.g., weekly, monthly, annually). 🔹 **Payment Terms *****(Required)***\ Select by when customer should pay you. * Cash on delivery → Customer should pay you on the spot * 15 days → Customer should pay you within 15 days * 30 days → Customer should pay you within 30 days * 45 days → Customer should pay you within 45 days 🔹 **Project Tags *****(Optional)***\ Assign tags to link the invoice with specific projects for easier tracking.
Step 3: insert Client Details 🔹 **Client Name *****(Required)***\ Select or type your customer’s registered name. This links the invoice to the correct client profile. 🔹 **Details**\ Auto-filled with the contact person and contact number once the client is selected. ***Note:** You can skip this step if you are generating the invoice directly from a quotation.*
Step 4: Insert Item Details 🔹 **Currency *****(Required)***\ Select the currency for the quotation (e.g., MYR for Malaysian Ringgit). 🔹 **Items *****(Required)***\ Add the products or services being quoted. Complete the following fields for each item: * **Description:** Name of the product or service. * **Quantity:** Number of units. * **Rate:** Price per unit. * **Tax (%):** Applicable tax rate (e.g., SST 6%). * **Amount:** Automatically calculated as *(Quantity × Rate) + Tax*. 🔹 **Subtotal**\ Displays the total amount before discounts or additional adjustments. 🔹 **Discount *****(Optional)***\ Enter any discount amount or percentage offered to the client. 🔹 **Total Amount**\ Shows the final payable amount after applying discounts. **Option 1:** If your quotation is in **MYR (Malaysian Ringgit)**, fill in the standard fields as listed.
**Option 2:** If your quotation is in **another currency**, an additional **Exchange Rate** field will appear, which you must complete.
Step 5: Include Remarks 🔹 **Notes**\ Add any additional terms, conditions, or special instructions you want to share with your client (e.g., *“Valid for 30 days”*, *“10% downpayment required to confirm”*). By default, a standard remark will be included automatically. You may click **"Modify"** to edit and personalize the remark as needed.
Step 6: Save Invoice Details Click the **"Save"** button to store the invoice details. invoice is created! 🎉
Step 7: Modify Invoice Details (Optional) Once invoice is created, the invoice will be created in **Draft** status, and an invoice number (e.g. INV-00001) will be automatically assigned. To make changes, click **"Edit"**, update the details as needed, and then click **"Save"** to store the updates.
Step 8: Share the Quotation via WhatsApp or Email Click the **Share** button to send the quotation directly, either by **WhatsApp** or **Email** * **WhatsApp** – Contact number and default message autofill. Edit if needed, then **Send**. * **Email** – Email address and default message autofill. Edit if needed, then **Send**. 💡 **Tip:** Ensure client details (phone & email) are filled in so fields populate automatically.
Step 9: Finalize Invoice Details Click the **Confirm** button to finalize invoice details.
A confirmation pop-up will appear, notifying you that once the invoice is created, it **cannot be modified**.
Once you click **OK**, the **invoice status** will be updated to **Pending**.
Step 10: Record Payment for Issued Invoice Navigate to the issued invoice, then click the **“Record Payment”** button to proceed.
You will be redirected to the **Sales Receipt Creation** page. Some fields will be automatically populated based on the invoice details.
For more information on creating sales receipt, please refer to the [Sales Receipt](/pigeonbook-tutorial/feature-guides/sales-receipt.md#step-1-create-a-new-sales-receipt) section.
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