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Create a New Invoice in RocketCRM

Joe Tolzmann avatar
Written by Joe Tolzmann
Updated over a week ago

1. Access RocketCRM Web Portal

  1. Open the RocketCRM web portal for your company.

  2. Log in using your credentials.

2. Navigate to the Payments Section

  1. Locate the left sidebar menu.

  2. Click on Payments to access the invoicing section.

3. Create a New Invoice

  1. Click on the New button located at the top-right corner of the screen.

  2. Select either:

    • New Invoice (for one-time invoices), or

    • Recurring Invoice (for scheduled, recurring invoices).

4. Select Customer

  1. Choose the customer who will be invoiced from the available list.

  2. Ensure customer details are accurate before proceeding.

5. Add Products to Invoice

  1. Click on the Add Product button.

  2. Select the product(s) to be invoiced.

  3. Verify that all relevant details are correct, including:

    • Product quantity

    • Price per unit

    • Applicable discounts

    • Taxes

    • Any additional fees or adjustments

6. Finalize and Send Invoice

  1. Review all entered details for accuracy.

  2. Click the Send button to finalize and dispatch the invoice to the customer.

Notes:

  • Always double-check customer and product details before sending the invoice.

  • Ensure applicable taxes and discounts are correctly applied.

  1. Click "Payments"

  1. Click "New"

  1. Click "New Invoice" or "Recurring Invoice"

  1. Click this icon.

  1. Select the customer to be invoiced.

  1. Click "Add Product"

  1. Click this icon.

  1. Select the product to be invoiced. Make sure all relevant information is added (discounts, tax, etc).

  1. Click "Send".

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