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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"
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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.

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