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How to Create a Manual Invoice
How to Create a Manual Invoice
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Written by Liam Mason
Updated over a week ago

Do you need to create an invoice, but don't have a PDF file to do so? Glean allows you to create an invoice yourself directly through the dashboard!

  1. Within your dashboard go to the Invoices tab.

  2. On the top right will be a "Create Invoice" button. Select this.

  3. You'll be able to enter in all of the invoice information as necessary

    1. If this is a recurring expense the invoice will be auto-generated on the date selected

  4. Note - The vendor will need to already exist within your dashboard, you will not be able to create it directly through this functionality.

    1. For more information on how to create a vendor, please see this article!

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