How to create an invoice


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.
    • 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.


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