Create your first invoice | Sanil CRM Help

Before you start, it helps to have a client saved. See Add and manage clients.

Start a new invoice. Click Invoices in the menu, then New Invoice.
Choose the client. Under Bill to, pick a client. If you have none yet, add one first.
Set the dates. Fill in the Issue date and the Due date.
Add line items. Click Add line item and enter a description, quantity and price for each. You can add a discount, and choose a Tax preset.
Set the status. Leave it as Draft while you work. Change it to Unpaid when it is ready to send.
Save. The invoice gets its number the first time you save it. See Number your invoices and quotes.

Send it to your client

Print or save as PDF. Open the invoice and use the print view. In the print window, choose Save as PDF to get a file you can attach to your own email.
Share a payment link. On an unpaid invoice, click Copy payment link and send the link, so your client can pay online. See Let clients pay with eSewa.

An invoice moves to Paid by itself when recorded payments cover the total. You cannot set it by hand. See Record a payment.
Overdue is not a status you set. An unpaid invoice shows as overdue once its due date has passed in your business’s timezone.
Once an invoice is paid or has payments, its amounts can no longer be changed. See I can’t edit a paid invoice.