Step-by-Step Guide to Creating and Managing Invoices in Your Dashboard

STEP 1: Click on "Work" to Access Your Dashboard

• Navigate to the sidebar menu on the left.
• Locate and click on the "Work" link.
• This will direct you to the Work section of your dashboard, where you can view tasks, projects, and other relevant information.

STEP 2: Click on "Projects" to Access Project Overview

• Navigate to the left sidebar of your dashboard.
• Locate and click on the Projects link highlighted in red.
• This will direct you to the Projects section, where you can view project details and statuses.

STEP 3: Select "TaskMaster" Project

• Click on the "TaskMaster" link in the project list to view its details.
• Ensure you are on the Projects page to locate the project.
• The project name is highlighted for easy identification.
• After clicking, you will be directed to the project overview for further actions.

STEP 4: Click on "Invoices"

• Navigate to the "Invoices" tab in the project interface.
• Ensure you are on the correct project page.
• This section allows you to manage and view all invoices related to the selected project.
• Next, proceed to click on "Create Invoice" to initiate the invoice creation process.

STEP 5: Click on "Create Invoice"

• Navigate to the Invoices tab.
• Locate the Create Invoice button highlighted in red.
• Click on the Create Invoice button to initiate the invoice creation process.
• Ensure all required fields are prepared for the next step, including the Invoice Number.

STEP 6: Enter Invoice Number

• Click on the "Invoice Number" field (marked with an asterisk) to make it active.
• Input the desired invoice number.
• Ensure the invoice number is unique and follows your organization's format.
• Proceed to the next step by selecting the "Invoice Date" field.

STEP 7: Select Invoice Date

• Click on the "Invoice Date" field to set the date for the invoice.
• Ensure the date format is correct (YYYY-MM-DD).
• Review other required fields marked with an asterisk (*) to complete the invoice details.
• Proceed to the next step by selecting the "Due Date."

STEP 8: Select Due Date

• Click on the "Due Date" field to set the payment deadline for the invoice.
• Ensure the date format is correct (YYYY-MM-DD).
• Review other invoice details for accuracy before proceeding.
• After entering the due date, continue to the next step to select the currency.

STEP 9: Select Currency

• Click on the "Currency" field in the Invoice Details section.
• A dropdown will appear; select your desired currency from the list.
• Ensure that the selected currency is appropriate for the invoice.
• The exchange rate will automatically adjust based on the selected currency.

STEP 10: Select Sales Representative

• Click on the "Sales Representative" field highlighted in red.
• Choose the appropriate representative from the dropdown list.
• Ensure the field marked with an asterisk (*) is filled, as it is required.
• Review other invoice details before proceeding to the next step.

STEP 11: Select "Calculate Tax"

• Click on the "Calculate Tax" dropdown.
• Choose the appropriate option (e.g., "After Discount").
• Ensure all required fields marked with an asterisk (*) are filled out.
• Review your selections before proceeding to the next step.

STEP 12: Select Bank Account

• Click on the "Bank Account" field highlighted in red.
• A dropdown will appear; select the appropriate bank account from the list.
• Ensure that all required fields marked with an asterisk (*) are filled out before proceeding.
• After selection, continue to the next step by entering the "Billing Address."

STEP 13: Select "Generated By" from the Invoice Form

• Click on the "Generated By" dropdown to choose the appropriate user.
• Ensure the selection reflects the correct individual responsible for generating the invoice.
• Review other fields in the form for accuracy before proceeding to the next step.

STEP 14: Click on "Select Product" to Choose Ultim8e BizCRM

• Navigate to the "Select Product" dropdown.
• Click on the dropdown to reveal the product options.
• Select "Ultim8e BizCRM" from the list of available products.
• Ensure the product is highlighted before proceeding to the next step.

STEP 15: Enter Quantity for Ultim8e BizCRM

• Click on the highlighted "Quantity" field.
• Input the desired quantity for the product.
• Ensure to check for any required fields marked with an asterisk (*).
• Proceed to the next step to enter the "Unit Price".

STEP 16: Enter "Unit Price"

• Click on the "Unit Price" field to input the price for the item.
• Ensure the quantity is already filled in the adjacent field.
• Review the total amount calculated based on the unit price and quantity.
• Proceed to the next step to enter the "Tax" information.

STEP 17: Enter "Tax" Value

• Click on the "Tax" field to input the applicable tax amount.
• Ensure the tax value is correctly calculated based on the unit price and quantity.
• Review any optional fields or notes that may be relevant to the tax entry.
• Proceed to the next step by clicking on "Choose a file" for any necessary attachments.

STEP 18: Click on "Choose a file" to Upload Documents

• Locate the "Choose a file" button highlighted in red.
• Click on this button to open the file selection dialog.
• Select the desired file from your device to upload.
• Ensure the file meets any specified requirements (e.g., format, size).
• Proceed to the next step to write a description.

STEP 19: Fill in the Description Field

• Click on the "Description" field in the form.
• Enter a brief description of the invoice (optional).
• Ensure the description is relevant to the invoice details.
• Review the information before proceeding to the next step.

STEP 20: Click on "Add Item"

• Click on the Add Item button to include a new item in your invoice.
• Ensure all required fields are filled out before proceeding.
• Review the item details after adding to confirm accuracy.
• After adding, continue to the next step to write a note for the recipient.

STEP 21: Enter Note for the Recipient

• Click on the "Note For The Recipient" field.
• Type your message (e.g., "Thank you for your business").
• Ensure the note is clear and relevant to the invoice.
• Proceed to the next step by clicking on "Add File" when ready.

STEP 22: Click on "Add File" to Upload Documents

• Locate the "Add File" section highlighted in red.
• Click on the "Add File" area to initiate the file upload process.
• Ensure you have the necessary documents ready for upload.
• Follow any prompts to select and confirm your file choice.

STEP 23: Select "I have received the payment"

• Click on the checkbox labeled "I have received the payment" to confirm the payment status.
• Ensure all required fields in the form are filled out before proceeding.
• Review any optional fields for additional information you may want to include.
• After confirming, proceed to the next step by clicking the "Save" button.

STEP 24: Click "Save" to Finalize Your Invoice

• Ensure all required fields are filled out.
• Review the "Note For The Recipient" and "Terms and Conditions."
• Click the Save button located at the bottom of the form to save your invoice.
• You can also choose to Save As Draft or Cancel if needed.