Taxes & Invoicing
How can I create manual invoices in Octobat? What are the requirements?
Octobat enables manual creation of invoices. You can create new manual invoices in the document section by clicking on “create a new invoice.” Please note that an invoice must be sent to a customer and for that, it is a requirement to create the customer before the creation of the invoice, so that Octobat can link this specific invoice to selected customer. When tasks are fully automated, both the customer and the invoice are automatically created by Octobat from the data coming from Payment providers.