{"id":722,"date":"2014-08-26T13:50:45","date_gmt":"2014-08-26T13:50:45","guid":{"rendered":"https:\/\/www.handdy.com\/invoicing-help\/?p=722"},"modified":"2021-04-13T12:45:50","modified_gmt":"2021-04-13T12:45:50","slug":"how-do-i-create-an-invoice-2","status":"publish","type":"post","link":"https:\/\/www.handdy.com\/invoicing-help\/how-do-i-create-an-invoice-2\/","title":{"rendered":"How do I create an invoice"},"content":{"rendered":"<ul>\n<li>Log on to Handdy Invoices.<\/li>\n<li>Click on \u2018Create invoices\u2019 tab to begin creating your invoice.<\/li>\n<li>Enter information like \u2018Customer name\u2019, \u2018Customer address\u2019, \u2018Invoice number\u2019, \u2018Invoice date\u2019, \u2018Payment terms\u2019 and \u2018Currency\u2019.<\/li>\n<li>Enter sale particulars like \u2018Item\u2019, \u2018Description\u2019, \u2018Price\u2019, \u201cQuantity\u2019, \u2018Units\u2019 and \u2018Tax\u2019 for each line item.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-a2.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-729\" alt=\"Q 15 a\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-a2.png\" width=\"645\" height=\"431\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-a2.png 1137w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-a2-300x200.png 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-a2-1024x683.png 1024w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-a2-768x512.png 768w\" sizes=\"(max-width: 645px) 100vw, 645px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Tax can be charged for each line item under the \u2018Tax\u2019 tab.<\/li>\n<li>The amount payable for each line item will be calculated and displayed under the \u2018Amount\u2019 tab.<\/li>\n<li>Click on \u2018Add line\u2019 to include new line item.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-b1.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-730\" alt=\"Q 15 b\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-b1.png\" width=\"687\" height=\"458\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-b1.png 1137w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-b1-300x200.png 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-b1-1024x683.png 1024w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-b1-768x512.png 768w\" sizes=\"(max-width: 687px) 100vw, 687px\" \/><\/a><\/p>\n<ul>\n<li>\u2018Subtotal\u2019 reflects the total value of all line items.<\/li>\n<li>Below the \u2018Subtotal\u2019 tab is the \u2018Add field\u2019 tab which allows you to Add tax, Add subtotal, Discount, Charges and Others.<\/li>\n<li>The total invoice amount will be displayed below the \u2018Add field\u2019 tab.<\/li>\n<li>You can add notes to customer by using the \u2018Notes to Customer\u2019 tab which appears below the \u2018Invoice Total\u2019 tab.<\/li>\n<li>Notes to customer will appear at the bottom of the invoice that you have created.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-c2.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-739\" alt=\"Q 15 c\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-c2.png\" width=\"672\" height=\"448\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-c2.png 1137w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-c2-300x200.png 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-c2-1024x683.png 1024w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-c2-768x512.png 768w\" sizes=\"(max-width: 672px) 100vw, 672px\" \/><\/a><\/p>\n<ul>\n<li>\u2018Recurring invoice\u2019 option allows you to select the \u2018Start\u2019 and \u2018End\u2019 date of the invoice and also how often you may want to send the invoice to your client.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-d.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-740\" alt=\"Q 15 d\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-d.png\" width=\"634\" height=\"422\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-d.png 1137w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-d-300x200.png 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-d-1024x683.png 1024w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-d-768x512.png 768w\" sizes=\"(max-width: 634px) 100vw, 634px\" \/><\/a><\/p>\n<ul>\n<li>\u00a0\u2018Sales rep\u2019 option allows you to include in the invoice name of the sales person who has executed the sale.<\/li>\n<li>Additionally, in the \u2018Sales rep\u2019 tab using \u2018Add new sales rep\u2019 option you can add first and last name and email address of a sales person that you wish to add to your list.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-f.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-734\" alt=\"Q 15 f\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-f.png\" width=\"679\" height=\"452\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-f.png 1137w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-f-300x200.png 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-f-1024x683.png 1024w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-f-768x512.png 768w\" sizes=\"(max-width: 679px) 100vw, 679px\" \/><\/a><\/p>\n<ul>\n<li>Review the created invoice and click \u2018Save\u2019 option to save your invoice.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-g1.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-743\" alt=\"Q 15 g\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-g1.png\" width=\"674\" height=\"449\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-g1.png 1137w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-g1-300x200.png 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-g1-1024x683.png 1024w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-g1-768x512.png 768w\" sizes=\"(max-width: 674px) 100vw, 674px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>The invoice that you have created will appear on the screen.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-h1.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-744\" alt=\"Q 15 h\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-h1.png\" width=\"635\" height=\"423\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-h1.png 1137w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-h1-300x200.png 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-h1-1024x683.png 1024w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-h1-768x512.png 768w\" sizes=\"(max-width: 635px) 100vw, 635px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>\u2018Enter payment\u2019 section allows you to keep a record of the payment amount that you have received.<\/li>\n<li>You can enter details such as payment date, amount and type and click on \u2018Enter payment\u2019 option.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-i1.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-745\" alt=\"Q 15 i\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-i1.png\" width=\"657\" height=\"438\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-i1.png 1137w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-i1-300x200.png 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-i1-1024x683.png 1024w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-i1-768x512.png 768w\" sizes=\"(max-width: 657px) 100vw, 657px\" \/><\/a><\/p>\n<ul>\n<li>Invoice \u2018History\u2019 will display name of Handdy Invoices account holder and name of sales representative who has executed the sale.<\/li>\n<li>You can edit, void or print the invoice using the respective options.<\/li>\n<li>Select \u2018Pdf\u2019 to create and save a PDF copy of the invoice<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-j1.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-746\" alt=\"Q 15 j\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-j1.png\" width=\"656\" height=\"438\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-j1.png 1137w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-j1-300x200.png 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-j1-1024x683.png 1024w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2014\/08\/Q-15-j1-768x512.png 768w\" sizes=\"(max-width: 656px) 100vw, 656px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Log on to Handdy Invoices. Click on \u2018Create invoices\u2019 tab to begin creating your invoice. Enter information like \u2018Customer name\u2019, \u2018Customer address\u2019, \u2018Invoice number\u2019, \u2018Invoice date\u2019, \u2018Payment terms\u2019 and \u2018Currency\u2019. Enter sale particulars like \u2018Item\u2019, \u2018Description\u2019, \u2018Price\u2019, \u201cQuantity\u2019, \u2018Units\u2019 and \u2018Tax\u2019 for each line item. &nbsp; Tax can be charged for each line item under [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[2],"tags":[],"views":698,"_links":{"self":[{"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/posts\/722"}],"collection":[{"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/comments?post=722"}],"version-history":[{"count":1,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/posts\/722\/revisions"}],"predecessor-version":[{"id":1622,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/posts\/722\/revisions\/1622"}],"wp:attachment":[{"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/media?parent=722"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/categories?post=722"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/tags?post=722"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}