Here, we’ll walk you through how to create an invoice in Paragon from a quote.
The invoice module is based on Paragon’s standard transaction screen. If you are not familiar with the format of transaction screens, get yourself oriented on transaction screens.
Step 1: Open the Invoice module
Open the “Invoice” module by selecting it in the right hand navigation bar or in the more menu.
Step 2: Creating an invoice from a quote
Add a new invoice
This is the list view of the invoice module. To add a new invoice, click the create a new invoice button.
Select the quote
Select the method you want to create the invoice from. In this case make sure quote is selected.
It is selected when quote is highlighted in orange.
Select the quote you want to create the invoice from by checking the corresponding box on the left.
To deselect a quote, uncheck its box.
Saving or canceling an invoice
An invoice can be canceled at any point before it is saved by clicking reject in the bottom left hand corner.
To create and save an invoice from the quotes you selected, click accept in the bottom right hand corner.
Once you click accept, the invoice will be created and you will be brought to the detailed view.
To return to list view, click the list-detail toggle button.
I’ve created my invoice, now what?
Once an invoice has been created you can proceed in a number of ways using the green action button in the bottom right hand corner:
- Attach an invoice to another record
- Download an invoice
- Email an invoice
- Print an invoice
- Issue an invoice
- Put an invoice on hold
- Complete an invoice
- Delete an invoice
An invoice can also be edited from the detailed view.
- Edit an invoice