How to generate an invoice from a billing

To generate an invoice, please follow these steps to lock the billing and create an invoice:

1. Lock the Billing:

- Navigate to the billing section and locate the pending billing.

- Click on the option to "lock" the billing. This action ensures that the billing information is fixed for further processing.

2. Create an Invoice:

- After locking the billing, proceed to create an invoice by clicking on "Create an invoice"

- You have the option to add notes for additional details if needed.

3. Save the Invoice:

- Once you've configured the invoice details and added any necessary notes, save the invoice to confirm the changes.

4. Generate PDF or Print:

- To finalize the process, click on the "Options" menu.

- From the options, select either "PDF" or "Print" to obtain a copy of the invoice in your preferred format.

By following these steps, you can efficiently manage pending billings, lock them for invoicing, and generate professional invoices with the flexibility to save, PDF, or print as required.