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Invoices6 min
How to Generate an Invoice
Create a GST-ready invoice from customer and product line items with correct totals.
Step 1
Open New Invoice
Go to Invoices and click New invoice.
Step 2
Fill core details
Select customer, invoice date, due date, and line items. Choose tax inclusive/exclusive correctly.
Step 3
Review and save
Verify subtotal, tax, and total. Save draft or send based on readiness.
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Cancel an Invoice
Cancel draft, sent, overdue, or partially paid invoices while keeping payment and refund history linked.