Finova makes invoice creation fast and professional. Here's the full walkthrough.
1
Navigate to Sales → Invoices → New Invoice.
2
Select your customer. If they don't exist yet, click + Add New Customer.
3
Choose the invoice currency. By default it uses your company's base currency.
4
Add products or services as line items. Each line has: Item name, Description (optional), Qty, Unit Price, Tax %, Discount %.
5
Set payment terms (due date or net days). These appear on the printed invoice.
6
Add internal notes (not visible to customer) or customer notes (printed on invoice).
7
Click Save as Draft or Finalize & Send.
💡Tip: Enable recurring invoices on this screen to automatically regenerate this invoice monthly, quarterly, or on any schedule.
âš ï¸Note: Once an invoice is finalized and sent, you cannot edit the amounts. You'll need to create a credit note to make corrections.