Skip to content
Propovoice CRM
  • Home
  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client Portal
    • Propovoice 1.5
  • Roadmap
  • Pricing
  • Resources
    • Free vs Pro
    • Blog
    • Documentation
    • Submit a Ticket
    • Facebook Community
    • Affiliate Terms and Conditions
  • My Account
Download Free
Download Free
Propovoice CRM
  • Home
  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client Portal
    • Propovoice 1.5
  • Roadmap
  • Pricing
  • Resources
    • Free vs Pro
    • Blog
    • Documentation
    • Submit a Ticket
    • Facebook Community
    • Affiliate Terms and Conditions
  • My Account

Getting Started

  • System Requirements
  • Installation
  • Upgrade to Pro

Lead

  • Add Lead
  • Lead Overview
  • Lead Settings

Deal

  • Add Deal
  • Deal Details
  • Deal Settings

Estimate

  • Create Estimate
  • Edit Estimate
  • Estimate Settings

Invoice

  • Create Invoice
  • Edit Invoice
  • Invoice Setting
  • Recurring Subscription

Project

  • Add Project
  • Project Details
  • Project Setting

Client

  • Add Client
  • Edit Client
  • Client Portal

Contact

  • Add Contact Person
  • Add Contact Organization

Settings

  • Edit Business
  • Setup Payment
  • Email Settings
  • Custom Fields
  • User Role
  • Team Member
  • Notification

Others

  • Download
  • Print
  • Translation
  • Get lead by form
  • Setup SMTP

Troubleshooting

  • Basic Steps
  • License Activation
  • Emails Not Sent

Integrations

  • WooCommerce
  • Uncanny Automator
  • Google Drive
  • Metform

API Documentation

  • Generate Password
  • Endpoint Leads
  • Endpoint Deals
  • Endpoint Clients
  • Endpoint Projects
  • Endpoint Estimate
  • Endpoint Invoices
  • Endpoint Tasks
  • Home
  • Propovoice Documentation
  • Invoice
  • Create Invoice

Create Invoice

To create an Invoice just go to Dashboard

  1. Click on Propovoice > Invoice
  2. Click on Create New Invoice or Let’s Start Creating button
Create Invoice Step 1

Then it will move to the Select Template tab

  1. List of Invoice Templates you will see here.
  2. In the Full Preview button, you can see the Demo.
  3. You can select a template by clicking the Select button.
  4. Then click on the Continue button to go next step.
Create Invoice Step 2

Then it will move to the Add Content tab. Here you need to fill up all the necessary information.

  1. Choose the Invoice date, Due date from here.
  2. Choose Business from here. From where you want to send your invoice.
  3. Choose Receiver/Client from here where you want to send your invoice.
  4. Add your necessary Invoice Items by filling Title, Description, Quantity, Quantity Type, Rate/Price etc.
  5. Here you will see Subtotal, add your Tax info here if needed.
  6. Add your short Note if needed.
  7. Add your Terms and Condition if needed.
  8. Add a Signature here uploading a signature image from your computer.
  9. You can change Invoice Primary Color from here.
  10. Here you will see this Invoice Live Preview.
  11. Then click on the Save & Continue button to go next step.
Create Invoice Step 3

Then it will move to the Preview & Share tab.

  1. Here you will see Live Preview.
  2. Here you can Edit, Download and Print Invoice.
  3. Here you can Share and Send Invoice.
  4. Click on Send Email button to send email.

Then it will appear a mail sending form, here you can also change your necessary information.

  1. This is the Email Subject.
  2. This is the Email Description.
  3. Click on Send Email button to send Invoice to your Client.
Create Invoice Step 5
Was this document helpful?
Still stuck? How can we help?

How can we help?

Updated on February 14, 2023
Edit Invoice

Powered by BetterDocs

Propovoice is the best WP CRM+Invoicing plugin for small to mid level businesses and freelancers. It is tailored to giving small to mid level businesses and freelancers the highest priority. Its easy-to-use functionalities and aesthetic design set it apart from other CRM plugins.

Wordpress Facebook-f Twitter Youtube
Product
  • Pricing
  • Roadmap
  • Support
  • Affiliate Program
  • Affiliate Terms
Help and Resource
  • My Account
  • Documentation
  • Video Tutorial
  • Blog
  • FAQ
Legal
  • Refund Policy
  • Support Policy
  • Terms of Service
  • Privacy Policy

A Product Of

Nurency Digital

© 2022 Propovice Built by the folks at Nurency Digital

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.