How to Create an Invoice in FlexPoint

To make an invoice in FlexPoint, please do the following: 

1. Navigate to "Invoices"
2. Click "Import", specifically the upside down triangle to the right
3. Click "+ New Invoice"

4. Search and/or select the applicable customer

5. If it's a new customer, click "Create New Customer"

6. Click "Add Item" and populate the necessary information (i.e., Unit Price, Product/Service, etc.)

7. Review the summary and adjust information as needed (i.e., Due Date)

8. Click "More"

9. Click "Post" (new invoices will be tagged as "New" and not visible to clients. You must "Post" for them to become visible.