Create a New Invoice
To create a new invoice in Loomy360, follow these steps:
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Navigate to Sales → Invoices from the main menu.
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Click on the Create New Invoice button.
Select Customer Information
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When you select a customer, their details will be automatically retrieved from their profile.
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You can also click the Edit icon to manually update or add customer information. This option also applies to billing details.
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Note: For billing details to populate automatically, the information must be added to the customer’s profile in advance.
Billing and Shipping
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If you modify the billing or shipping details after selecting a customer, these changes will only apply to the current invoice and will not overwrite the information in the customer profile.
Currency
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The currency is automatically selected based on the default system currency or the currency assigned to the selected customer.
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If a customer has a specific currency (e.g., USD), it will be automatically applied and cannot be changed.
Invoice Number
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Invoice numbers are auto-generated in sequence (e.g., 00012, 00013).
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This sequence is configured in Setup → Settings → Finance → Invoice → Next Number.
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You can also adjust the next invoice number from this settings area if needed.
Customer Notes & Terms
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Customer notes will be visible to the client on both the online and PDF versions of the invoice.
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You can either add terms and conditions directly while creating the invoice or use predefined terms.
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To set predefined terms, go to Setup → Settings → Finance → Invoice and update the relevant fields.
For more detailed information, please refer to the video linked below.
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