How to Create and Send Invoices to Clients in OfficeGX?

To create and send an invoice in OfficeGX, follow these steps in sequence:

1. Login and Navigation
   • Log in to officegx.com using an Accountant or Administrator role.
   • From the left-hand menu, navigate to Sales > Invoices.
   • This page displays all invoices along with their status, amount, and key dates.
2. Creating a New Invoice
   • Click Add New Invoice.
   • Fill in the required fields:
     • Invoice Date
     • Reference
     • Due Date (e.g., Due On Receipt)
     • Currency
     • Bill To – Select a billing account. If it does not exist, create one under Customer > Accounts.
     • Ship To (optional)
   • Under Product/Service, provide:
     • Product/Service Name
     • Quantity (Units)
     • Price
     • Tax/Cess (if applicable)
     • Optional description
   • Click Add Another Line Item to include multiple items if needed.
   • Add any Notes to Recipient and Terms & Conditions.
3. Saving or Requesting Approval
   • Click Save as Draft to keep the invoice for later editing.
   • Click Request for Approval to send it for review.
4. Sending the Invoice
   • Once approved, the Send option will appear.
   • Choose one of the following:
     • Send via OfficeGX – Opens a confirmation pop-up where you verify the Invoice Date, Due Date, Forex Rate, and Payment Mode before sending.
     • Share via Link – Generates a URL that can be sent manually via email.
5. Post-Sending

• All invoices—draft, approved, shared, or sent—remain listed in Sales > Invoices for tracking and management.