How to Create an Invoice on Forlanso

One of the key features offered by Forlanso is the ability to generate quotation invoices. Follow these steps to create an invoice:

1. Access the Invoices Section:

• Go to the "Invoices" section in the main menu.
• Click on "Create Invoice."

2. Enter Basic Information:

• Your details (the sender) are automatically filled in based on your profile information.
• Enter the client’s details in the "Recipient" field.
• Select the invoice date and optionally set a due date for the payment.
• Choose the invoice language.
• Set the invoice status to "Unpaid" since it serves as a quotation.
• Optionally, you can add tax information based on your country’s regulations.
• You may skip this step and upload your company logo if desired.
• Add a note to the invoice (optional).

3. Add Invoice Details:

• Specify the work type: either virtual services or per unit/item-based pricing.
• Add a description of the service or product you are offering, including quantity and price.
• The total amount will be automatically calculated based on the input values.

4. Add Signature & Finalize Invoice:

• Add your signature by drawing it directly or uploading an image.
• The final total amount will be displayed based on the details entered.
• Click "Create" to generate and issue the invoice.

By following these steps, you can easily create a quotation invoice on Forlanso.