To create a invoice on Viewpost please follow the steps below.
- Log into www.viewpost.com
- Click on Invoices
- Create Invoice
- Ensure you enter all the details:
- Invoice #
- Customer
- Terms or due date
- Item is optional
- Description, QTY, Unit Price is required
- To add Tax- include on the far right corner and check the box
- Add any additional lines of invoices
- If you need to add a credit line item, please enter the amount under Unit price and add a - prior to the amount.
- Add any additional lines of invoices
- Notes is optional
- Click on Save & Preview to review the invoice
- Save & Preview will show in blue once all required data is filled out.
- After reviewing the invoice click on Send invoice to send the invoice to your customer.
- If you wish to share the invoice via email, or save via pdf, click more:
If you have any further questions please reach out to our customer support at support@viewpost.com.