Invoicing & Billing Help

Create invoices and estimates, manage returns, refunds, and credit notes effectively.

Invoicing & Billing Articles

Create and customize invoices, add items, taxes, discounts, due dates, and share invoices by PDF, WhatsApp, or email.

Create estimate/proforma invoices and convert them to final invoices in one click.

Create sales return entries and process customer refunds accurately.

Issue credit notes to clients for returns, discounts, or billing corrections.

Adjust sale returns using credit notes while preserving invoice history.