Creating Invoices

In this video, we're going to demonstrate how to create your first invoice when you have an engagement with a customer.

1. Log into ShapeConnect and on the left-hand side as a vendor, click on 'Engagements.' This will give you a list of all of the engagements that you currently have in progress.
2. Click on the engagement for which you want to create the invoice.
3. Click Create Invoice
4. Enter your invoice ID, a PO number if you have one, a description, the invoice amount, the date it is issued, and the terms.
5. Upload a copy of the invoice, add any other notes, and then click 'Create.'
6. Done

Once you hit 'Create' you will see that an invoice has been created. From here, you can edit it, send a reminder to the customer to pay it, or delete the invoice.