How to create invoice

If not signed in, kindly sign in into FBO Master.

1. Click on the hamburger icon on the top left corner of the navigation bar[1]. Select the Invoice main menu[2]. Click on the Invoice sub main menu[3] (Invoice list will be displayed).

2. Invoice List will be displayed on the screen. Click on the (+) button on the bottom right corner of the screen to create a new invoice.

OR

Click on the hamburger icon on the top left corner of the navigation bar[1]. Select the Invoice main menu[2]. Click on the New Invoice sub main menu[3].

3. All the information will be auto selected/filled for once.

4. Select a user from Select User drop down list. All the information will be auto selected and can be edited (fill all the mandatory fields).

5. Date issued is set to the current date and can be changed.

6. Select invoice item from Invoice Item drop down list (invoice item is mandatory).

1. Quantity of invoice items is 1 by default and can be changed.
2. Click on the Add button.

3. Repeat step 6 a. And 6 b. to add multiple items to the invoice.
4. Click on the Pen icon to edit the selected invoice items.
5. Click on the Update button.
6. Click on the Cross button to remove the invoice item.

7. Click on the Pay from Account button to save, issue and pay from the account at that time[1].

 OR                                      

 Click on the Save button to save the invoice, invoice can be edited later anytime[2].

OR

 Click on the Issue button to save and issue the invoice[3].

8. Successful invoice created message will pop on the bottom center of the screen.

9. Click on the Print icon to print the invoice sheet.

 

10. Click on the New Invoice button to create a new invoice.