I can create an invoice from scratch
Creation Date: January 20, 2023
Created By: Jean-Philippe Boul
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# Jules AI
1. Go to Jules AI
2. Go to "Invoices & Payables" and click on "Invoices"
3. Click on "Create an invoice" in the "To be invoiced" tab
4. Select your billing entity and customer and make the necessary edits as required
5. You can set a due date, and add incoterms and consignee details as required while editing invoice details
6. Click on "+" to add a new row
7. Add element/material, quantity, and unit price
8. You can also add an additional discount, advance to pay, and adjust credits
9. On "Invoice and Payable" page click on "Settings" to open the menu
10. When generating proforma, you can click the proforma invoice and select the template type accordingly
11. You can select the template type from the list as per the invoice
12. You can also select the default unit, currency, and data source and "Save"
13. Click on "Customize" to customize the columns
14. Check the other information for the invoice and once it's ready, click on "Mark as complete" to finalize it or on "Save as draft" if want to make further changes later on
You can also click on the down arrow next to save and preview the invoice
15. Once saved, you can click on the invoice number to download it
Updated on: 18/07/2024
Thank you!