Creating and sending an invoice in Rho takes just a few steps. Here’s how to get it done:
Navigate to Invoices: From the main navigation, click Invoices. Select Create Invoice to get started.
Add Customer Details: Choose an existing customer from the list, or enter a new customer name to create one automatically.
Set Invoice Details: Confirm or update:
Invoice date
Due date
Payment terms (e.g., Net 30 or Due on receipt)
4. Add Line Items: Enter the details for what you’re billing:
Product or service name
Quantity
Rate
You can add multiple line items as needed. Totals will calculate automatically.
Review and Create
Before finalizing, confirm:
Subtotal
Taxes (if applicable)
Discounts
Final amount due
Click Create Invoice. You’ll see a confirmation once your invoice is successfully created and ready to send.
For any questions or assistance you need, please reach out to our Support team at @clientservice@rho.co or by phone at 855-743-8746.