Issue a transaction statement
Issue a statement showing the products and amounts in a sale or purchase.
In this guide
- Open a transaction detail
- Review the statement preview
- Issue and share it
1. Open a transaction detail
Open the sale or purchase in Transactions, tap More in the upper-right corner, and choose Issue Invoice.
2. Review the statement preview
Review the customer, issue date, included transaction, item prices and quantities, supply amount, tax, and total in the preview. Edit the original transaction before issuing if anything is incorrect.
3. Issue and share it
Tap Issue Invoice to create the document. On the issued invoice detail, tap Share PDF to choose a template and save or share the file.