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Create an Invoice

Cynco makes it easy to create professional invoices for your customers.
Follow the steps below to create and issue a new invoice.

Invoice Preview​

When you open the New Invoice page, you’ll see a live Invoice Preview on the right side.
This preview updates automatically as you add information, so you always know what your customer will see.

CreateInvoice

1. Customer Information​

  1. Click the Customer field.
  2. Select an existing customer from the dropdown.
  3. If the customer doesn’t exist, click Add New Customer.
  4. Fill in the customer details:
    CustomerDetails
  5. Click Save Customer to store the details for future use.

2. Line Items​

  1. Click Add Item.
  2. Select an existing item from your inventory or click Add New Item.
  3. If adding a new item, fill in:
    ItemDetails
    • (Optional) Save to Item Inventory → allows reuse of this item later.
  4. Click Add Item to include it in your invoice.
  5. Repeat as needed for multiple items.
info

Saved items appear automatically in your inventory dropdown for faster selection next time.

3. Invoice Summary​

  1. Enter the Due Date for payment.
  2. Choose the Currency (e.g., MYR, SGD, USD).
  3. (Optional) Add Memo/Notes for the customer.
  4. Choose whether to apply a Global Tax (applied across all items).
  5. (Optional) Add a Deposit amount if required.

InvoiceSummary

4. Save or Issue the Invoice​

Once all information is complete, choose one of the following actions:

  • 💾 Save as Draft → Keeps the invoice for later editing.
  • 📝 Save as Quote → Creates a quotation instead of a final invoice.
  • 🚀 Issue Invoice → Sends the invoice to the customer immediately.

Next Step​

You can track invoice status in the Invoices Dashboard.