Deprixa Plus — Invoicing · Creating an Invoice

To create a new invoice manually, navigate to Invoicing → New Invoice and follow these steps:

· Step 1: Select Client

Search for the client from CRM. The client's billing address, tax ID, payment terms, and active rate card are loaded automatically.

· Step 2: Add Line Items

Add shipments by tracking number to pull their rates from the client's rate card, or add manual line items with custom descriptions and prices.

· Step 3: Apply Taxes and Discounts

Select applicable tax rates (configured in Settings → Taxes). Apply percentage or fixed-amount discounts if negotiated with the client.

· Step 4: Set Due Date and Payment Terms

The due date is pre-filled based on the client's payment terms (e.g., Net 30 = today + 30 days). Adjust if needed.

· Step 5: Issue the Invoice

Click "Issue Invoice." This assigns the invoice number (auto-format: INV-YYYY-NNNN), locks the amounts, and changes status from Draft to Issued.

· Step 6: Send PDF by Email

Click "Send to Client." The system generates a professional PDF and emails it to the client's billing email address with a customizable cover message.