How to Add New Invoices in UddoktaPay
This guide will walk you through the process of creating new invoices in UddoktaPay using the Add Invoice feature.
Accessing the Add Invoice Form
- Navigate to "Manage Invoice" in the main menu
- Click on "Add Invoice" button
- The Add Invoice form will appear
Required Fields
1. Brand Selection
- Select the appropriate brand from the dropdown
- This determines which brand the invoice is associated with
2. Customer Information
- Full Name: Enter customer's complete name
- Email or Number: Provide valid contact information
3. Invoice Details
- Amount: Enter the invoice amount
- Description (Optional): Add any relevant notes or details
Important Tips
- Ensure all required fields are filled correctly
- Double-check the amount before submission
- Use clear descriptions for easy reference
- Verify customer contact information
After Creating the Invoice
Available Actions
- View the generated invoice
- Send invoice to customer
- Create payment link
- Track payment status
Best Practices
- Use consistent naming conventions
- Include detailed descriptions when necessary
- Keep customer information up to date
- Maintain proper record-keeping
Troubleshooting
Common Issues
- Invalid Email Format: Ensure email address is correctly formatted
- Amount Errors: Verify amount format and decimal places
- Brand Selection: Confirm brand availability and selection
