How to Create or Edit Invoice in WeekMate CRM

How to Create or Edit Invoice

Overview

The Invoices module in WeekMate CRM helps you create, manage, and track customer invoices throughout the billing process. You can generate new invoices, update existing records, register payments, change invoice statuses, and maintain related information from a single location.

The module also allows you to view connected accounts, sales orders, invoice items, and notes, making it easier to keep billing records organized and up to date.

Before You Begin

Before creating or editing an invoice, make sure:

  • You are logged in to your WeekMate CRM account.
  • You have permission to manage invoices.
  • The required customer and invoice information is available.

Steps

Create a New Invoice

  1. Log in to your WeekMate CRM account.
  2. Navigate to the Invoices module from the left sidebar.
  3. Click New Invoice.
  4. Enter the required invoice details.
  5. Review the information.
  6. Click Save to create the invoice.

The invoice will be created and added to the invoice list.

Edit an Existing Invoice

  1. Open the Invoices module.
  2. Locate the invoice you want to edit.
  3. Click the Actions menu (three dots).
  4. Select Edit.
  5. Update the required invoice details.
  6. Click Save to apply the changes.

The invoice information will be updated successfully.

Register a Payment

  1. Open the Invoices module.
  2. Click the Actions menu next to the required invoice.
  3. Select Register Payment.
  4. Verify the payment details.
  5. Click Update to record the payment.

The payment will be linked to the selected invoice.

Update the Invoice Status

  1. Locate the required invoice in the list.
  2. Select the appropriate status from the Status dropdown.

The invoice status will be updated immediately.

View Invoice Details and Add Notes

  1. Click the Invoice Number to open the invoice.
  2. Navigate through the available tabs to view Items, Connected Accounts, and Sales Orders.
  3. Open the Notes tab.
  4. Click Create Note.
  5. Enter the required note and save it.

The note will be added to the invoice record for future reference.

Video Tutorial

Watch the video below for a complete walkthrough of creating and managing invoices in WeekMate CRM.




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