2. Creating Invoices

My Dask CRM allows you to easily manage your invoices. You are able to create one-time invoices or recurring invoices.  The next sections will explain how to create either type of invoice.

Creating An Invoice

You can create a new invoice by clicking on the (1) Quick Add icon or by clicking on the (2) Add Invoice Button.

Basic information

• Invoice Date *
• Due Date *
• Client *
• Case*
• Category *

Additional information

• Tags
  • Tags can be any text that allows you to easily identify or highlight important information about the invoice.
• Notes
  • You can add invoice notes, which are not visible to the client
• Terms & Conditions
  • Default invoice terms are set via the dashboard settings section. You can change these default terms when you create or edit an invoice

Creating A Recurring Invoice

The process of creating a recurring invoice starts with the steps shown above (i.e creating a regular invoice). Once the invoice has been created, you will then have the option to make it a recurring one.