1. Go to the “CUSTOMERS” submenu under the Library menu, users can add customers or just import them in excel.
2. If the user wants to add a customer, they have to fill the customer form.
3. Or if the user wants to import them by excel, click on the “IMPORT CUSTOMER” and browse the excel file. But users have to follow the template in order to successfully upload. Click on the “Download the template” to get the template for customers. If done, click “Import”.
4. Admin can view the list of customers from the customers submenu and can directly create an invoice for that customer by clicking the “CREATE” button.
5. Same goes to Items. Go to the “ITEMS” submenu and click “ADD” or “IMPORT”.
6. Fill the Create New Item form and click the “CREATE” to save it.
7. Or can just import the items in excel. Download the template by clicking the “Download the template” and fill the items in the excel. After that, select the excel file and click “IMPORT”.
8. Admin can view the list of items on the “ITEMS” submenu.
9. Go to the “E-INVOICE” menu and create an invoice. Type the customer name and it will auto suggest the customer from the library. Same with the Items. Fill in the required field and click “SAVE AS DRAFT”.
10. The invoice status will change to draft. In this state users are still able to amend the invoice. Click on the “PROCESS” button to process the invoice.
11. The email with an invoice will be sent to the customer’s email. No payment link since not registered for a Fiuu account. Invoice admin can only “MARK AS PAID”.
12. Fill in the details and click “SAVE” to mark the invoice as paid.
