How to generate an invoice with CompanyOn

How to Generate an Invoice Manually

1. In the left sidebar, click the money icon to open the Billing module.

2. Click the "Create Invoice" button at the top left.

3. A form will appear. Complete the following fields:

   • Date — confirm or update the invoice date

   • Users — select the practitioner

   • Clients — select the client

4. In the invoice table, complete the following for each item:

   • Type — select the type (service or product)

   • Item — select the specific service or product

   • Quantity — enter the quantity

   • Price — confirm the price

   • Discount — enter a discount percentage if applicable

5. Click "Add item" to add more services or products to the same invoice.

6. Toggle "Global discount" if you want to apply a discount to the entire invoice.

7. Add any relevant Notes at the bottom left.

8. Review the invoice summary on the right:

   • SubTotal, Total Discount, Coverage, Total Taxes, and Total

9. Click "Save" to create the invoice.