Creating Miscellaneous Invoices

In addition to invoices attached to orders, your XSite can help you create and deliver invoices for additional services.

  1. From your XSite's Invoice Manager, click Create a New Invoice below the Navigation pane on the left.
  2. Complete the invoice form, using the Lookup drop-down menu in the Bill To section to select a client from your Contacts database.  Or, just fill in the blanks.
  3. Now complete the Fees section and deliver the invoice as described in the Delivering Invoices section of this user's guide or click Save to save the invoice until later.