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Generate Invoice

Fill in the details below to generate the invoice. Use the customer and inventory panels on the right side to automatically populate the details.

Invoice Products

Add new products from right side panel (Inventory)

Invoice Summary

Subtotal:0.00 CAD
Discount:0.00 CAD
Tax:0.00 CAD
Total:0.00 CAD

What Happens After Clicking "Generate Invoice"?

  • An invoice PDF will be generated with the data filled in above.
  • If a customer exists with the provided email, this invoice will be linked to that customer, and the customer's Lifetime Value (LTV) will be updated with the invoice total. If the customer does not exist, a new customer record will be created. Updating the LTV is important because it helps in understanding the value a customer brings over time, allowing for more informed decisions regarding sales strategies and customer service priorities.
  • The inventory will also be updated accordingly. The quantities specified in the invoice will be subtracted from item availability.

Updating inventory and LTV allows businesses to maintain accurate records and insights into product demand and customer value, which are crucial for inventory management, financial forecasting, and strategic planning.

Please select an item. It will be added to the invoice products. Use this section as your inventory to quickly add to invoice.