To generate an electronic invoice:
1) Go to the “eInvoices” tab.
2) Click Generate Invoice and fill the required fields.
3) Make sure you’re on CREATE EINVOICE. Fill in the fields for the first section: Document Info.
4) Click NEXT, fill in the fields for the second section: Customer Info. Choose the customer you are creating an eInvoice for.
5) Click NEXT, fill in the fields for the third section: Invoice Items.
a. Add the line items that need to be invoiced.
6) Click NEXT, fill in the fields for the fourth section: eWay Bill.
7) Review 5 different sections on the final SUMMARY page:
a. Document Details
b. Customer Details
c. Your Organization Details
d. eWay Bill Details (if applicable)
e. Line Items
8) Once you have finished reviewing the above sections, click Generate Invoice.
9) The message, “Invoice Successfully Created,” will pop up in a green banner.