Creating invoices in FinTruck is a straightforward process that allows you to track revenue, manage customer billing, and update payment status. Follow the steps below to create and manage invoices effectively.

1. Navigate to the Invoice Section

1. Log in to your FinTruck account.

2. Go to Invoice > Gross Revenue.

3. Click Create New Invoice.

2. Fill Out Invoice Details

1. Invoice Data: Enter the invoice date, terms, and any relevant notes.

2. Customer Data:

   • Select an existing customer from the list.

   • If the customer does not exist, click Add New Customer and fill in the required details.
     
     

3. Service Line Items: Select or add the services/products provided.
   
   
    

4. Invoice Number: Ensure that the invoice number is unique to avoid duplication.
    

3. Submit the Invoice

Once all the required fields are completed:

• Click Submit.
  
  
   

• The invoice will now appear as Open in the invoice list.
  
  
  

4. Mark an Invoice as Paid

1. Navigate to your Invoice List.

2. Locate the invoice you want to update.

3. Click Mark as Paid to update the payment status.