How to Create an Invoice in Odex Accounting?
Creating invoices in Odex Accounting is simple and efficient. The system helps you manage your customer billing with accuracy and speed.
Here’s how you can create an invoice:
1.Go to the Invoicing or Accounting section
From your main dashboard, open the invoicing menu to access all billing-related options.
2.Create a New Invoice
Click “Create” and select the customer you want to bill. The customer’s details will appear automatically if already saved in your database.
3.Add Products or Services
Choose the products or services provided, and the system will auto-fill pricing, taxes, and quantity. You can modify them if needed.
4.Set Payment Terms
Define payment terms like immediate payment, 15 days, or 30 days based on your agreement with the customer.
5.Review and Confirm
Double-check all details — customer info, product lines, total amount, and taxes — then click “Confirm” to finalize the invoice.
6.Send Invoice to Customer
You can send the invoice directly by email or download it as a PDF to share manually.
7.Record Payment
Once payment is received, update it in the same invoice screen to keep your records accurate and up to date.
