Creating an Invoice in Marlo:
Accessing Customer Details: Navigate to the customer details screen through either the 'Customers' option in the 'Contacts' tab or the 'Customers' section in the 'Receivables' tab. You can also directly access this feature by clicking on '+Invoice' in the 'Invoices' section of the 'Receivables' tab.
Initiating Invoice Creation: On the 'Create Invoice' screen, select 'Add Customer' and choose a customer from the dropdown list.
Setting Invoice Parameters: Confirm the invoice date, due date, and currency.
Adding Line Items: Manually enter the details of line items or select from the 'Item' dropdown, provided your accounting software is integrated.
Previewing the Invoice: Use the 'Invoice Preview' button to review the invoice.
Saving or Sending the Invoice: Choose to 'Save' the invoice for later or 'Save and Send' it immediately to the customer.
Sending Options: If sending immediately, select 'Send' to email the invoice to your customer. For later sending, just click 'Save'.