<aside> 💡 In this section, you will know how to create an invoice in Hubshake, the associated fields and connections for this transaction, and how it is integrated into Witty.

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Note:

In HQ mode, you can only view an existing estimate, invoice, and sales order created from different branches. You can only create a new sales transaction when you are in a specific branch mode.

Subheadings:

• Create an Invoice in Hubshake
• Update Payment in Invoice
• Create an Invoice through Witty - Hubshake Integration

Invoice

→ An invoice is a time-stamped commercial document that itemizes and records a transaction between a buyer and a seller → You can create two kinds of invoices. A standard invoice and a recurring invoice.

Create an Invoice in Hubshake

Note: Make sure you are in branch mode.

1. Go to the Sales menu > Invoices.
2. Click the Add New Invoice button Select a type of invoice. Standard or Recurring