Invoice Creation
Step-by-Step Invoice Creation
Last updated
Step-by-Step Invoice Creation
Last updated
Accessing the Invoice Feature
Navigate to the Invoices page within the Sell module.
Click on the "Add New Invoice" button to open the invoice form.
Filling Out the Invoice Form
Invoice Number & Date: The system automatically generates these details for accuracy and traceability. You can edit the invoice date if necessary, but you must provide a justification for any changes as per governance best practices.
Customer Purchase Order Number: If applicable, input the customer's purchase order number to align with their records.
Payment Terms: Define the payment terms, indicating the number of days the customer has to settle the invoice. For cash sales, set this term to zero.
Due Date Calculation: The app calculates the invoice's due date based on the invoice date and the payment terms.
Customer Selection: Choose an existing customer from the dropdown menu or add a new customer profile with the necessary details.
Adding Products or Services
Use the "Add Products" or "Add Services" button to include the items or services provided.
For businesses with multiple warehouses, ensure you select the correct warehouse and input the ordered quantity.
Reimbursement/Disbursements
For service-oriented businesses, utilize the "Add Reimbursement/Disbursements" feature to handle expenses incurred on behalf of the customer, aligning them with the appropriate accounts for accurate financial tracking.
Bank Account Details
Include your designated bank account details on the invoice to facilitate direct transfers or payments through a gateway.
If preferred, hide these details by selecting the "no display" option in your business profile settings.
Additional Invoice Information
Utilize the "Remarks" field to communicate any additional information to the customer.
Pro-Forma Invoice & Final Steps
After saving the invoice, generate a pro-forma copy upon request.
Close the invoice to mark it as "pending" if a pro-forma is not needed.
