All Collections
Puzzle Overview
How to Generate an Invoice
How to Generate an Invoice

Follow the steps below to create an invoice in Puzzle

Arash Ahmadi avatar
Written by Arash Ahmadi
Updated over a week ago

1) Navigate to the Invoices under the Accounting section and select "+ Invoice"

2) Enter the invoice details

  • Make sure to select the Product/Service and Revenue Category.

  • Click on "+ Create schedule" to generate a revenue recognition schedule. All you need to do is set the service start date and duration.

3) Click on "Post" in the bottom right

You can also save Invoices as a draft.

Note: Invoices cannot be deleted; only voided. This preserves a log for future review.

4) Download the Invoice

Posted invoices can be downloaded and sent to your clients outside of Puzzle.

Did this answer your question?