Create your first invoice

Created by Aaron Remorosa, Modified on Sat, 30 Apr 2022 at 01:51 PM by Aaron Remorosa

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

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

    





  1. 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




  2. 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




  3. 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

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