TFX Biz-Flow Comprehensive Guide
  • Quick Start
    • Sell Module Guide
      • Introduction
      • Navigating the Sell Module
        • Dashboard
          • Features
            • Access to Critical Data
            • Interactive Reporting
            • Actionable Insights
        • Product Management
          • Overview
          • Adding a New Product & Services
          • Adding Products/Services via CSV
        • Price List Management
          • Overview
          • Setting Up & Updating Prices
        • Customers Management
          • Overview
          • Adding New Customers
          • Customer Information Management
        • Invoice Management
          • Overview
          • Invoice Creation
          • Editing and Deleting Invoices
      • Compliance with LHDN's E-Invoice Enforcement
    • Buy Module Guide
      • Introduction
      • Navigating the Buy Module
        • Dashboard
          • Features
            • Access to Critical Data
            • Interactive Reporting
            • Actionable Insights
              • Purchases with PO
              • Purchases Without PO
              • Detailed Procurement Tracking
        • Purchase Requisition
          • Overview
          • Step-by-Step Guide to Creating a Purchase Requisition
        • Initiating Quotation/Tender Process
        • Vendor Evaluation
        • Selecting a Vendor
        • Supplier Invoices and Goods Receipt
          • Goods Received Note
        • 3-Way Matching Process
        • Handling Discrepancies in Procurement
        • Inventory and Asset Management
        • Additional Procurement Scenarios
        • Conclusion
    • Pay Module
    • Accounting Module
      • Right of Use (ROU) Asset
      • General Ledger
      • Direct Costs
      • Viewing General Ledger Accounts
      • Subsidiary Ledgers
      • About Debit Note
      • Real-Time Financial Statements
    • Manage Module
      • Inventory Module
        • Inventory Management
        • Our Inventory Management Application
        • Product & Material Inventory Ledger
        • Transfers
        • Issues To Production
        • Adjustments
        • Importance of Stock Count
        • Valuation of Inventory
      • Asset Register Module
        • Non-Current Asset Register
        • Fixed Asset Register
        • Depreciation Methods
        • Disposal/Write Off of Fixed Assets
        • Asset Impairment
        • Maintenance History
      • Project Accounting Module
        • Contract/Project Accounting Module
          • Project Accounting
          • Contract Accounting Ledgers
          • Invoicing
      • Data Migration Module
        • Migration at the end of a Financial Period
        • Migration Process for Trade Receivable and Payable
        • Migration of Fixed Assets
        • Migration of Inventories
        • Migration of Other Asset, Liability, and Equity Accounts
        • Migration During a Financial Year
        • Trade Receivables & Payables
        • Our Data Migration Facilitations
        • Sales Invoice Migration
        • Vendors Invoice
  • FAQs
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  1. Quick Start
  2. Sell Module Guide
  3. Navigating the Sell Module
  4. Invoice Management

Invoice Creation

Step-by-Step Invoice Creation

PreviousOverviewNextEditing and Deleting Invoices

Last updated 1 year ago

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

  1. 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.

  2. Customer Purchase Order Number: If applicable, input the customer's purchase order number to align with their records.

  3. 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.

  4. Due Date Calculation: The app calculates the invoice's due date based on the invoice date and the payment terms.

  5. Customer Selection: Choose an existing customer from the dropdown menu or add a new customer profile with the necessary details.

Adding Products or Services

  1. Use the "Add Products" or "Add Services" button to include the items or services provided.

  2. 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

  1. After saving the invoice, generate a pro-forma copy upon request.

  2. Close the invoice to mark it as "pending" if a pro-forma is not needed.

'Invoice' Page Overview
New Invoice Form
Generate Invoice