Creating invoices is very important for any business in managing financial transactions. This documentation will guide you in creating an invoice in CaseActive hub. Follow the following steps to make your invoice:

• Login to your CaseActive Account and click on the LOBBY button of the Hub.

• You will land on the user dashboard of that hub. From here, you can access all the cases that you have been assigned to in this hub. Now click the “Open” button of your targeted case.

• Click on the “Invoices” section and “+ New” to create a new invoice.

• You will come across this form. Fill in all the details required and click on the create invoice.

• Now click “Edit invoice” in the drop-down menu for the invoice you created.

• After clicking on “Edit Invoice,” this invoice form will pop up. Fill in the invoice and save it.

Note: Once you save the invoice, the system will ask whether you want to publish it now or later. Keep in mind that once published, the invoice can not be deleted or edited.