How To Create An Invoice

Invoices in Chekkit allow you to bill clients professionally and keep your records organized. Follow the steps below to create and save a new invoice within your CRM

Step 1: Log In to the Chekkit Dashboard

1. Go to https://dashboard.chekkit.io using your preferred browser.
2. Enter your login credentials (email and password).
3. Click “Log In” to access your account.

Make sure you’re using the correct user role with permission to create invoices.

Step 2: Click ‘Create’ on the Left-Hand Side

1. Look at the vertical navigation bar on the left side of your screen.
2. Click the “Create” button to bring up available creation options.

This is marked with a + symbol and located near the top of the menu.

Step 3: Select ‘Invoice’

1. In the dropdown that appears, click on “Invoice.”
2. This will open the invoice creation form.

Step 4: Enter the Relevant Details

1. Fill out the invoice fields, including:
   • Client Name or Business
   • Invoice Number (if not automatically generated)
   • Line Items (products/services, quantities, rates)
   • Taxes, Discounts, or Notes (if applicable)
   • Due Date and Payment Terms

Be sure to double-check figures for accuracy before sending.

Step 5: Click ‘Save’

1. Once everything is reviewed, click the “Save” button to finalize the invoice.
2. The invoice will now appear in your system, ready to send or export as needed.

You can always revisit the invoice to make edits or mark it as paid.