1. Click on the “+” button located next to “Invoice” in the left-hand menu of BackOffice.

2. Select your client by typing the company name inside the “Company Box” (Image A) or by clicking on the search icon and selecting the company from the list (Image B).

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3. The account# will appear automatically after selecting the company.

4. Fill in the rest of the invoice information according to your needs. Some fields will be automatically completed depending on the information you filled in for your customer, such as sales representative, term, payment, and available credit. You can change them if necessary.

5. Add items to your invoice by scrolling down to the “Items” tab at the bottom of the screen. You can add them either by typing the name in the “Item” blank box or by using the drop-down menu in the “Or” box.

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6. After selecting the product, add the quantity and click +Add.

7. The products added will be reflected at the bottom of the screen. Repeat steps 5 and 6 for each item you want to add.

8. When you are done adding the items, click “Save” in the upper part of the screen.

9. A pop-up message with the invoice number will appear. Click "Ok".