{"id":12381,"date":"2023-07-08T07:08:07","date_gmt":"2023-07-08T01:38:07","guid":{"rendered":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/faqs\/invoice-12083\/how-to-create-invoice\/"},"modified":"2026-02-21T12:10:36","modified_gmt":"2026-02-21T06:40:36","slug":"how-to-create-invoice-12381","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/faqs\/invoice-12083\/how-to-create-invoice-12381\/","title":{"rendered":"How To Create Invoice"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"12381\" class=\"elementor elementor-12381\">\n\t\t\t\t<div class=\"elementor-element elementor-element-19f2b003 e-flex e-con-boxed e-con e-parent\" data-id=\"19f2b003\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4c40d1a8 elementor-widget elementor-widget-text-editor\" data-id=\"4c40d1a8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><\/p>\n<p class=\"wp-block-paragraph\"><em>An invoice is&nbsp;an itemized list that records the products or services you provided to your&nbsp;&nbsp;customers, the total amount due, and a method for them to pay you for those items or services.&nbsp;<br><br><\/em>Step 1&gt; Under \u201cIncome\u201d tab click on \u201cInvoice\u201d<em>&nbsp;&nbsp;<\/em><\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Step 2&gt; Click on \u201cAdd Invoice\u201d<\/p>\n<p><\/p>\n<p><\/p>\n<figure class=\"wp-block-image size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1348\" height=\"586\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS-12.jpg\" alt=\"\" class=\"wp-image-13519\" style=\"width:516px;height:248px\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS-12.jpg 1348w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS-12-300x130.jpg 300w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS-12-1024x445.jpg 1024w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS-12-768x334.jpg 768w\" sizes=\"(max-width: 1348px) 100vw, 1348px\" \/><\/figure>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Step 3 &gt; From the drop down choose the customer for whom you are raising an Invoice. Moiboo will automatically populate the customer\u2019s details.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Step 4 &gt; In case of a new customer. You can add the details of the new customer by clicking&nbsp;&nbsp;on the \u201c+\u201d button near the customer field.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Step 5&gt; Select Invoice date<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Step 6&gt; Add the products along with the description. While adding the<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">products, you can add the quantity, units, price, discounts, and taxes.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Step 7 &gt; Once you choose the vehicle from the drop-down menu, all the corresponding details will be populated.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Step 8 &gt;Finally Save the Invoice.<\/p>\n<p><\/p>\n<p><\/p>\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"919\" height=\"1024\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws13-919x1024.jpg\" alt=\"\" class=\"wp-image-13521\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws13-919x1024.jpg 919w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws13-269x300.jpg 269w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws13-768x856.jpg 768w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws13-80x90.jpg 80w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws13.jpg 1299w\" sizes=\"(max-width: 919px) 100vw, 919px\" \/><\/figure>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Now your Invoice is completed and ready to be sent to your customer. You can print&nbsp;&nbsp;the Invoice and send it to your customer. Alternatively, you can also choose to email or WhatsApp the Invoice directly to your customer.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Step 9 &gt; Under Income tab select Invoice, choose the customer, click on \u201caction\u201d button and there are many options available to choose and execute according to your requirement.<\/p>\n<p><\/p>\n<p><\/p>\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"618\" height=\"412\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws14.jpg\" alt=\"\" class=\"wp-image-13522\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws14.jpg 618w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws14-300x200.jpg 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n<figure class=\"wp-block-image size-full\">Click here for the step by step guide to<a href=\"https:\/\/youtu.be\/W9nB0jMTT4Y?si=_VWYiLcjg0A6kPV0\" target=\"_blank\">Create Invoice<\/a><br><\/figure>\n<p><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>An invoice is&nbsp;an itemized list that records the products or services you provided to your&nbsp;&nbsp;customers, the total amount due, and a method for them to pay you for those items or services.&nbsp; Step 1&gt; Under \u201cIncome\u201d tab click on \u201cInvoice\u201d&nbsp;&nbsp; Step 2&gt; Click on \u201cAdd Invoice\u201d Step 3 &gt; From the drop down choose the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":12083,"menu_order":5,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-12381","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12381","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/comments?post=12381"}],"version-history":[{"count":34,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12381\/revisions"}],"predecessor-version":[{"id":14151,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12381\/revisions\/14151"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12083"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=12381"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=12381"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}