To send an invoice from Open, you have to add your customer’s details first. Please follow these steps.
- In the create Invoice section, click on the column that say “Invoice To”
- Now, click on the ‘+’ sign. You will now be taken to the page where you can add the customer details.
- Please fill out the required details and save the details.
- Once the customer details are added you can go back to the create Invoice section.
- Click on the 'Invoice to' column again. The customer you have added will be present here now.