How To Create An Invoice

The article explains how to generate and send invoices through the Intellia billing dashboard.

How to create a new invoice.

  1. Go to the Payments tab and click on the invoice tab

  2. Click on the button "New" and start creating a new invoice.

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How to edit your invoice info

 

Step 1: Edit the Info by just clicking on the text and it will allow you to edit that information.

Step 2: You can change the image by clicking on it, this will open up the media library where you may choose or upload a new image from there.

Step 3: Then you can add the client and edit the Invoice number, Issue, and Due dates.

Step 4: Click + Add an item to add the products that you have created on your products tab.

Step 5 : Once you will add the product it will allow you to edit the price edit quantity as well.

 

Step 6 : Then, Save the Invoice by clicking the Save Button

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