Add Item Invoice

Create single item invoice for accessories like jerseys, cricket kits, and more.

1. Open the Invoice Section 

  • On the Home page, click Invoices in the left navigation panel 
  • On the Invoices page, select the Item Invoices tab 
  • Click Add Invoice to begin creating a new invoice 

2. Enter Client and Invoice Details 

  • In the Search field, enter your client’s name 
  • Their genderemail, and mobile number will auto-fill 
  • (Optional) Configure the invoice prefix and number in Settings → Invoices 
  • (Optional) Adjust the invoice date 
  • (Optional) Select a salesperson for tracking sales (if enabled in settings) 

3. Add Items to the Invoice 

  • Click on the Items section, then click Add New Item to create a new product/service like jerseys, cricket kits, etc.
  • You can now select this item from the dropdown in future invoices 
  • To add multiple items, click Add Item again 
  • (Optional) Add any visible notes for the client 

4. Finalize and Send the Invoice 

  • Toggle Payment Received ON if payment has already been collected 
  • Click ADD to save the invoice 
  • You can send the invoice via:
    • Email 
    • Connect app 
    • WhatsApp (if email or mobile number is available) 
Updated on July 14, 2025

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