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How to create Auto Invoice from Task
- You can create automatic Invoices from Task, while creating the task, during the task processing, or after creating a task.
You can visit How to create a Task, to understand better.
While creating a Task, to enable the automatic Invoices option we will have to navigate to the billing section in Task Creation.
In the billing Section, Check the Create Invoice Box and your invoice will be automatically created for this task and will be reflected in the invoices section.
For example, you created a Task for ITR filing for a customer and added all the pricing details after checking the create invoice box, your invoice will be automatically created.
You can then easily view all your invoices, download in PDF and excel, edit or share them using Mail or WhatsApp
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