Creating sales invoices is available starting from the Lucy Invoicing subscription.
In preparation, you can follow these steps:
- Define settings
- Add clients
- Add sales items
Once everything is set up, you can start creating invoices. You can find more information about this on this page: Lucy invoicing - Create Sales Invoice
On this page, we explain how to add sales items.
There are two ways to add sales items: you can create them manually or import them using a CSV file. You can find the sample template by clicking ‘Import items’.
Just like when importing customers, you can review the imported sales items, make changes if necessary, validate them, and then import them.
When creating a new item, you can add the name, price, VAT rate, an optional description, and the default quantity.
You can always edit the details by clicking on the item in the overview. By selecting one or more items, you will have the option to delete them.
