To create Invoices and monitor their payment status on .STUDIO, we need to follow the below 3 steps:
Step 1: Ensure you've set up the default finance Settings. Here's a detailed guide.
Step 2: Now that you've set up the default Settings, lets go ahead and create the invoice. You can either refer the video below or read through the article.
To do so, click on Projects > click on the list view > double click on the project for which you want to create the invoice.
Once the project opens up > click on the Finance Tab > click on New Invoice > then click on Internal Invoice.
(External Invoice is an invoice you have created on another system and would like to attach here for reference)
Add in the details as shown in the screenshot below and click on save.
Once you've saved the invoice details, start adding your products and services and the costs attached to it. To do so, click on edit and then click on add products or services.
Add the required information and click on add.
You can then add VAT information and click on Save.
Once you save, you can download a preview of it to view the invoice. You can also change the invoice status to Paid or outstanding by editing the invoice.
Step 3: Track Your Invoices.
To track your invoices, click on Resources > Click on Invoices and you'll see a list of all your invoices.
