Step 1: Log in to Werkrb Books

Go to  https://books.werkrb.com and sign in to your account. From the dashboard, navigate to the Sales module and select Invoices.

Step 2: Open the “New Invoice” Form

  • Click on Invoices in the sidebar.

  • Select + New Invoice to open the invoice creation form.

Step 3: Choose the Customer

Select the customer you’re billing. If they don’t already exist in your records, you can add them instantly from this screen.

Step 4: Enter Invoice Details

Fill in the key invoice fields:

  • Invoice Number – Auto-generated or customized as per your numbering format.

  • Invoice Date – The date of issue.

  • Due Date – Based on your payment terms (e.g., Net 30 days).

  • Reference – An internal or external reference number (optional).

Step 5: Add Items and Pricing

Now, add the products or services sold:

  • Item Selection – Pick from your item list or create a new one.

  • Quantity – Enter units/hours.

  • Rate – The price per unit.

  • Discounts (if any) – Apply item-wise or invoice-level discounts.

  • Taxes – Automatically applied as per your tax settings (GST, VAT, Sales Tax, etc.).

Werkrb Books calculates subtotals, discounts, taxes, and totals automatically.

Step 6: Customize Notes, Terms & Attachments

  • Customer Notes – Add a personalized thank-you message or instructions.

  • Terms & Conditions – Define payment terms, late fee policies, or delivery notes.

  • Attachments – Upload supporting files like purchase orders or contracts.

Step 7: Save or Send the Invoice

After reviewing all details, you have multiple options:

  • Save as Draft – Keep it for internal checks.

  • Send via Email – Deliver the invoice directly from Werkrb Books.

  • Download as PDF – Generate a professional copy for offline sharing.

Step 8: Track Payments

Once the invoice is sent, you can:

  • Record payments when received.

  • Send payment reminders for overdue invoices.

  • View the real-time status (Paid, Unpaid, Overdue, or Partially Paid).