Create your first invoice

Go to the ‘Sale Invoices’ tab, and click ‘New Sale’

Once you have loaded the new sale tab, you will see a new page outlining the key inputs to create a sale invoice:

As displayed in the sample (above) you can enter:

• Contact: Type & search for the contact that this sale invoice should be issued to
  
  

• Date: The date of issue for the sale invoice
  
  

• Date Due: The date the sale invoice is due for payment
  
  

• Contact PO Number: The ‘purchase order’ number (optional) if given
  
  

• Invoice Number: Automatic incremented number for each invoice
  
  
  
  
  

At least one line item is required for a sale invoice, you can enter for each line:

• SKU: Stock keeping unit / product code reflecting product to be invoiced
  
  

• Description: Basic description of the line item to be invoiced
  
  

• Unit Price: The price to be invoiced for the specific line item
  
  

• Quantity: The number of units to be invoiced for the specific line item
  
  

• Discount %: The unit price percentage discount to apply to the ‘Unit Price’ column
  
  
  
  
  

Once the line(s) have been entered, you can then finish the Sale Invoice by pressing:

• ‘Save & Park’ - Saves the sale invoice essentially as a ‘draft’
  
  

• ‘Complete’ - Saves the sale invoice as confirmed / authorized