Creating and sending invoices

CREATING AN INVOICE: 1. Finance then Invoices then New Invoice 2. Select customer from CRM contacts 3. Set invoice date and due date 4. Add line items with description, quantity, and unit price 5. GST applied automatically 6. Add payment terms in notes 7. Save as Draft or Send SENDING: Click Send by Email. Customer gets a professional email with PDF attached. RECORDING PAYMENT: Open invoice then Record Payment. Partial payments are supported. OVERDUE: Dashboard shows overdue invoices with a red alert banner.