How do I create an invoice?

To create an invoice in NextPay:

1. Go to Invoices and click New Invoice.
2. Select a client from your directory or enter their details manually.
3. Add line items with descriptions, quantities, and unit prices.
4. Set the tax rate if applicable (VAT at 12% is the default for Philippine businesses).
5. Choose payment terms (e.g., due on receipt, net 15, net 30).
6. Optionally add notes or terms and conditions.
7. Click Save as Draft to save for later, or Send to email it to the client immediately.

When you send the invoice, the client receives an email with a summary and a link to view the full invoice and pay online. You can track whether the client has viewed the invoice from the Invoices list.

Each invoice is assigned a sequential number automatically. You can customize the prefix (e.g., "INV-", "NP-") from Settings > Invoicing.