Creating Invoices and Quotations in Mitra

Invoices and Quotations in Kinexa Mitra

Creating an Invoice

1. Open Invoice in the sidebar
2. Click + New Invoice
3. Select a customer from your contacts
4. Add items: name, qty, unit price, discount
5. 11% VAT is calculated automatically
6. Click Save

Auto-numbered: INV-YYMM-NNNN (example: INV-2605-0001)

Creating a Quotation

1. Open Quotations in the sidebar
2. Same process as invoices
3. Auto-numbered: QUO-YYMM-NNNN

Converting Quotation -> Invoice

After a quotation is approved by the client:

1. Open the approved quotation
2. Click Convert to Invoice
3. A new invoice is automatically created with the same data

Statuses

• Draft — Still editable
• Sent — Sent to the client
• Paid — Payment received
• Overdue — Past due date
• Cancelled — Cancelled