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# I can create an invoice from scratch

  

**Creation Date:** January 20, 2023

**Created By:** Jean-Philippe Boul

[View most recent version](https://app.tango.us/app/workflow/0c21d5e5-690c-4d98-a710-36286f578028?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links) 

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## [# Jules AI](https://demo.haroldwaste.com)

### 1. [Go to Jules AI](https://demo.haroldwaste.com/invoices)

### 2. Go to "Invoices & Payables" and click on "Invoices"

  

![](https://storage.crisp.chat/users/helpdesk/website/7e92f05950ffb400/f21a7d57-5ede-42f1-b2ba-7cc63d_edhjxs.png)

  

### 3. Click on "Create an invoice" in the "To be invoiced" tab

  

![](https://storage.crisp.chat/users/helpdesk/website/33885df03c28b400/0acdc1fe-8f3f-4f34-961a-5bfb06_k4d5m0.png)

  

### 4. Select your billing entity and customer and make the necessary edits as required

  

![](https://storage.crisp.chat/users/helpdesk/website/fdf17c4934794000/dd5f5ecb-57c4-4b07-a461-805d65_86zaqd.png)

  

### 5. You can set a due date, and add incoterms and consignee details as required while editing invoice details 

  

![](https://storage.crisp.chat/users/helpdesk/website/7529997b02349800/3b74ec19-2757-4007-91c9-c26213_1r2voge.png)

  

### 6. Click on "+" to add a new row

  

![](https://storage.crisp.chat/users/helpdesk/website/4ccef3fd36a2e800/a4e1dbce-2c73-424e-aa48-bfe02d_5t8l8v.png)

  

### 7. Add element/material, quantity, and unit price

  

![](https://storage.crisp.chat/users/helpdesk/website/1a6928d255d71300/d5bd3356-84e9-406b-8a3e-fff757_cobhaa.png)

  

### 8. You can also add an additional discount, advance to pay, and adjust credits 

  

![](https://storage.crisp.chat/users/helpdesk/website/80ed55bc1202d000/f5d2612a-2533-4344-ba66-44278b_1ex7598.png)

  

### 9. On "Invoice and Payable" page click on "Settings" to open the menu

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101089810820/original/BJTk6bO-8NxVHusaF_nW7fG_UmYz17m1dg.png?1687330213)

  

### 10. When generating proforma, you can click the proforma invoice and select the template type accordingly

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101089810822/original/OnRV6DRwXwuXMmgNBV8o74mW6LQIaQXOMg.png?1687330213)

  

### 11. You can select the template type from the list as per the invoice

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101089810824/original/8IyQWJxHcUBtSfUaTH5GjD0RVlCOEe69qQ.png?1687330213)

  

### 12. You can also select the default unit, currency, and data source and "Save"

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101089810823/original/8eB_4yZv0weN-4vNDW8x3dbqsGV9scrOrw.png?1687330213)

  

### 13. Click on "Customize" to customize the columns

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101089810826/original/M7Yx34B6o0Gi977F4ZR2q7lXDBezhqjZjw.png?1687330213)

  

### 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

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101089810825/original/JsIWxRSPzf-doEUQMJZshgGzJtJEGxBudg.png?1687330213)

  

### 15. Once saved, you can click on the invoice number to download it

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101089810827/original/UGbrmawVWR_eiSb0_C8hibHfrGSPnCID5Q.png?1687330213)