How to Create and Send Professional Invoices with FinovaOS

Creating a professional invoice in FinovaOS takes less than 2 minutes. From custom templates to automatic payment reminders, here's how to get paid faster using FinovaOS's invoicing module.

Step 1: Create a New Invoice

From your FinovaOS dashboard, go to Sales → Sales Invoices → New Invoice. Select your customer from the list (or add a new one), set the invoice date and due date, then add your line items.

Step 2: Add Products/Services

Each line item pulls from your FinovaOS inventory or service list. The rate, tax, and total are calculated automatically. You can add discounts at the line level or as an overall invoice discount.

Step 3: Apply Tax Configuration

FinovaOS supports GST, Sales Tax, and VAT configurations. Select the applicable tax from your pre-configured tax codes and FinovaOS calculates the tax amount and grand total automatically — fully compliant with your local tax authority requirements.

Step 4: Choose Your Template

FinovaOS offers 5 professional invoice templates. Select the one that matches your brand, add your logo, and customize colors. Your template is saved for future invoices.

Step 5: Send and Track

Send the invoice directly from FinovaOS via email. The customer receives a professional PDF with a payment link. FinovaOS tracks when the email was opened and marks the invoice as paid when payment is received.

• ✓Payment reminders on due dates
• ✓Share invoice PDF via email or download for messaging apps
• ✓Multi-currency invoicing (USD, GBP, EUR, AED, SAR, QAR, KWD, OMR, PKR, INR, CNY, JPY)
• ✓Recurring invoices — set up once, generate on schedule
• ✓Convert delivery challan to invoice with one click