# Create Invoice
Before generating an invoice, first you need to identify a user, select the organization name of the user, select the one or more items (course catalogs), and then add the schedule payment date.
## **To create a new invoice**
**Step 1:** Click **Administration** > **View Invoices**.
> The **Invoices** page is displayed.
**Step 2:** On the upper-right corner of the screen, click the **Create New Invoice** link.
> The **Select User** page is displayed, containing the list of users.
**Step 3:** Select the user for whom the invoice is to be created, and then click **Next**.
> The purchasing user does not have to be the redeeming user. For example, if a school principal bought training and wanted to distribute the codes to his students.
>
> The **Select Organization** page is displayed, containing the list of organizations.
{% hint style="info" %}
You can search a user in the **Search** box. Alternatively, you can click **Create User** to create a new user (or purchaser) for issuing the invoice.
{% endhint %}
**Step 4:** Select the organization, and then click **Next**.
> The **Select Items** page is displayed, containing the list of catalogs for sale.
{% hint style="info" %}
Only those organizations that have a course catalog for sale are available. Those organizations that do not have a catalog for sale appear dimmed and are unavailable for selection.
{% endhint %}
**Step 5:** Select one or more catalogs from the list, and then click **Next**.
> The **Review Items** page is displayed.
{% hint style="info" %}
Usually, all the sections are included at the time of purchase of a catalog. However, in specific instances, for example, in case of retailers if you need to select specific sections within a catalog, do the following:
* On the **Select Items** page, select the **Allow Multiple Items** check box.
* Next to the catalog name, click **Browse**, navigate and select the required sections.
* Click **Back** to see to the catalogs list. The selection of the individual sections or items within the catalog are retained, and the price is reflected above the catalogs list.
*In case you change the organization after selecting a catalog or sections within a catalog, your purchases are cleared.*
{% endhint %}
**Step 6:** On the **Review Items** page, review the items selected for purchase.
> You can change the quantity in the box provided, next to the item purchased.
**Step 7:** Click the  icon, to delete an item purchased. The amount due is automatically refreshed for each such change made in the purchase list. After you have reviewed the purchases list and made the necessary changes, click **Next**.
> The **Add Payments** page is displayed.
**Step 8:** Click **Add Scheduled Payment**.
The **Add Scheduled Payment** dialog box is displayed.
**Step 9:** In the **Amount $** box, type the amount (in USD).
**Step 10:** Click the **Due Date** box, select the due date for the payment.
**Step 11:** In the **Notes** box, type some relevant information for the scheduled payment.
> The scheduled payment details are displayed on the **Add Payments** page.
**Step 12:** Click **Add**, and then click **Next**.
> The **Finish** page is displayed. Review the purchase details.
{% hint style="info" %}
Click **Back** to revisit the previous tabs and make the changes. You can type additional information, in the **Note** area.
{% endhint %}
**Step 13:** Click **Finish**.
> The invoice is created and displayed on the **Invoices** page.
#### © NexPort Solutions. All Rights Reserved.