1. Open the “Customers” module.
2. Use the search bar to find your customer by entering their name or account number. Once you have located the customer, tap on their name.
3. A window will appear displaying customer details, including the account number, address, phone number, last visit date, and open invoice balance. Tap on "New Invoice" located on the bottom navigation bar.
4. A window will open with the information for your new invoice. To add products, tap on the plus button.
5. In the product catalog, you can change the view layout to show product pictures by clicking on the “View” icon in the upper right corner of the screen. A pop-up window will appear with three icons. Select the one with two squares or the one with four squares to choose the view with pictures.
6. To easily find your products in the catalog, you can use filters. Tap the filters button to sort the products by status, name, code, or group. Once you have selected the necessary filters, tap on "Done."
7. Another way to find your products is through categories. Click on the “Categories” button to select a specific category, and then click on “Done.”
8. You can also use the search bar to type the name of your product and find it.
9. Once you have found your products, add them by tapping on the “+” icon inside the products box.
10. After adding all the necessary products to the invoice, tap on “Total” in the bottom navigation bar.
11. A tab will appear displaying the total balance. You can leave your signature by clicking on the pen icon.
12. A blank space will open where you can provide your signature. Once done, tap on “Done.”
13. Tap on “Approve” to finish the process. You can also print the invoice by tapping the “Printer” button.
Congratulations! You have successfully created an invoice. The window with the invoice details will appear again, and this time you will see the total amount at the bottom of the screen, along with additional options such as Print, Email, and Copy.