First things first we need to add products to the invoice. Click on search product and select the products you want on the invoice. Secondly, we need to select a customer to assign the invoice to (Note – selecting a customer is optional). The invoice can now be finalized or saved. To save an invoice click on the ‘Save sale’ button. To retrieve a ‘saved sale’ click on ‘View saved sale’ and select the sale you wish to retrieve.

Print proforma invoice – You can send a client a proforma invoice before finalizing the sale.

Void sale – Delete saved sale.

Price type dropdown – In the top right side of the invoicing screen a dropdown with your default price type is displayed. You can switch between price types when invoicing customers. Note – you can assign a price type to a customer. When selecting a customer Odyssey will automatically select the customer’s price type.