Creating an Invoice on Appmint

Introduction

Generating invoices is an essential task for managing your business finances. Appmint provides a straightforward process to create and manage invoices efficiently.

Creating Invoice on Appmint

Steps to Create an Invoice on Appmint

  1. Log in to Appmint: Begin by logging into your Appmint account. You will be directed to the main dashboard.

Log in

  1. Access the Storefront Dropdown: Click on the Storefront dropdown in the left sidebar.

Invoice Steps

  1. Initiate a New Invoice: Click on the plus (+) icon adjacent to the Invoice text.

  2. Enter Invoice Details: In the popup modal, enter the following details:

    • Number: Enter the invoice number.
    • PO: Provide the purchase order number.
    • Bill To: Enter the billing address.
    • Ship To: Enter the shipping address.
    • Invoice Date: Enter the date of the invoice.
    • Due Date: Enter the due date for the invoice.
    • Payment Date: Enter the payment date.
    • Add a Product: Select a product from the product dropdown using the plus (+) icon.
    • Item Count: Enter the item count.
    • Subtotal: Enter the subtotal amount.
    • Discount: Apply any discount.
    • Discount Code: Enter the discount code if applicable.
    • Tax: Add the tax amount.
    • Payment Ref: Enter the payment reference.
    • Total: Verify the total amount.
    • Template: Choose an invoice template.
    • Delivery: Select the delivery method (e.g., SMS, email, WhatsApp).
    • Payment Methods: Choose the payment methods.
    • Status: Set the invoice status.
    • Remarks: Add any additional remarks.

  3. Save the Invoice: Click on the Save button to finalize and save your invoice.

  4. Check the List of Invoices: To view the list of invoices, click on the Invoice link directly under the Storefront dropdown.

Invoice View

Conclusion

By following these steps, you can efficiently create and manage invoices within the Appmint platform, ensuring a smooth billing process for your business.