Creating an Invoice in PRO Software: A Step-by-Step Guide

Generating invoices efficiently is crucial for managing finances and maintaining smooth business operations. PRO Software makes the invoicing process simple, whether you're creating an invoice from scratch or integrating it with sales orders.

How to Create an Invoice in PRO Software

Follow these easy steps to generate an invoice:

1. Access the Accounting Module
   • From the PRO Home Screen, click Accounting.
2. Open Customer Invoices
   • In the top navigation, select Customers > Invoices.
3. Create a New Invoice
   • Click Create New to open a new invoice screen.
4. Enter Invoice Details
   • Fill in the following fields:
     • Customer Name
     • Unit Location
     • Invoice Date
     • Payment Terms
     • Billing Periods
     • Products or Services Provided
5. Include Optional Information
   • If necessary, add details such as Salesperson Name or Additional Payment Terms.
6. Save and Preview the Invoice
   • Click Save, then preview the invoice for accuracy.
7. Validate the Invoice
   • Once confirmed, click Validate to finalize.
   • A Unique Invoice Number will be generated automatically.

Next Steps After Creating an Invoice

Once the invoice is validated, you can:

• Email the invoice to the customer.
• Print the invoice for record-keeping.
• Register the payment if the invoice is paid immediately.

Final Thoughts

Creating invoices in PRO Software is an intuitive process that ensures accuracy and efficiency. By following these steps, businesses can streamline their financial workflows and keep track of payments with ease.

For additional support, visit the PRO Software Help Center or contact customer support.