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How Can I create Invoice for my Customers in Business Manager?
How Can I create Invoice for my Customers in Business Manager?

Creating invoices for customers in Business Manager ensures accurate billing and supports financial transparency.

Written by Support Turnsapp
Updated over a week ago

Creating Invoices in Business Manager:

  • Access Turns Business Manager: Log in to the Turns Business Manager using your authorized credentials.

  • Navigation: Navigate to Transactions from the main menu and then select Invoice option from the dropdown menu to access the respective page.

  • Initiating the Process: Click on the "+" sign to initiate the creation of a new invoice.

  • Navigating to Invoice Creation Page: This action will redirect you to a new page where you will be required to fill out specific fields.

  • Filling out Invoice Details:

  1. Type: Under the "Type" field, choose the appropriate option from the available selections such as All Unpaid Orders, Monthly, or Custom Data Range.

  2. Recipient: From the dropdown menu, select either Retail or Commercial, based on the type of customer the invoice is intended for.

  3. Select Month: Enter the name of the month for which the invoice.

  4. Customer Name: If the invoice pertains to Retail customers, select the relevant customer name.

  • Finalizing Invoice Creation: After filling out the necessary fields, locate and click on the "Create" option positioned on the right side of the screen.

  • Confirmation: Upon successful completion, you will receive confirmation that your invoice has been successfully created.

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