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How To Create An Invoice

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Posted on 2026-05-06

Step By Step Guide. Step 1:  Click on finance and compliance. Step 2:  Select invoices and quotations. Step 3 : Click on create invoice button (choose to create manually or from task). (system automatically open the form to fill invoice details). Step 4: Capture the invoice details -select customer -capture invoice reference -capture...

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How To Create A Quotation

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Posted on 2026-05-06

Step By Step Guide. Step 1: Click on finance and compliance. Step 2: Select invoice and quotations. Step 3: Click create quotation (the system automatically opens a form to complete). Step 4: Capture quotation details. -Select customer name. -Capture quotation reference. -Capture Item description, quantity, unit price and discount. (...

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