To make a new invoice basically means that you create a new History entry in the database. First find the customer with the search function (see the No. 1 step in the following picture).

After you successfully found the customer, click on the “History” tab in the Main pane (No. 2 step in the picture) and create a new History entry by clicking on the ”+” sign (see No. 3 step).

In the new history screen switch to the “Selling” panel at the top of the page (step No. 4) and click on the “Make invoice” (step No. 5 button. It will open the invoice editor window.

You can compose your invoice in the invoice editor window. First you can change the default currency of the invoice, if you need it(step No. 6). Then add items to the invoice with the ”+” button (step No. 7) using the product chooser.

You can register charges to the invoice in the “Costs” list (step No. 8) as well. After you have finished the invoice editing click on the “Print invoice” button and go to the print invoice dialog.

The print invoice dialog will be pre-filled with the default invoice data but you can modify every field of this small window. Check the pre-filled data and click on the “OK” button if you found everything in order.

CRM+ will print the defined copies from the invoice and will go back to the History entry page. In this page you can set up a reminder for yourself and for your associates related to this invoice - to do this, just fill up the fields in the step No. 10 area.

If you don't want to set up any reminder, just use the reminder area status switcher icon (No. 11) to hide the reminder area.

To close this window click on the “OK” button (step No. 12) at the bottom of the page.