At main window click on Invoices tab >> Create new Invoice
This will open the new Invoice window
1. First you need to select the customer for the new invoice, click on Select Customer button
This will open the select customer window
Select a customer or add a new customer.
If you have a lot of customers you can filter the list by
- clicking on a category line
- typing the first 1-3 letters of the customer name to the filter text field.
After click on OK
2. Add lines items for the invoice. Click on Add new line item button
This will open the Product/Services Window
Select a product or add a new product.
If you have a lot of products you can filter the list by
- clicking on a category line
- typing the first 1-3 letters of the product name to the filter text field.
After click on OK
3. Set up additional settings:
Invoice tab
Extra cost name: enter extra cost name here (p.e. shipping, handling,postage etc.) or select from the predefined text (appears on printed invoices)
Extra cost: the extra cost value (no tax calculated on this value)
Sales person: by default the logged in username here. Under reports menu you can create sales reports by sales person
Template: This is the template that will be used to generate the print version of the invoice. Use the preview button to check the invoice before print.
Discount rate: overall discount rate for the invoice (the discount rate will be applied on the invoice subtotal)
Tax1 rate, Tax2 rate: The tax rate for this invoice. The default value is comes from the customer record if present and system settings if not. if the customer record
marked as 'TAX Exempted' then no tax will be calculated on the invoice
Recurring tab
Recurring: make it checked if you would like to automatically create invoices at given date intervals
Recurring period: enter the interval (p.e. 14 day, 1 month, 3 month(s), etc.)
Next invoice: This is the date when the next recurring invoice will be generated.
Stop recurring after: Make it checked, if you would like to specify the date to stop recurring the invoice.
Recalculate: create or regenerate the next invoice date based on recurring period
Payments tab
Under this tab you can record payments for the invoice.Also you can send payment receipt email.
For more info see the Payments section
Header/Footer tab
Title text: Invoice title goes here, appears on invoice only once. You can choose from the predefined list of header lines
Page header text: Page header goes here, (if multiple pages then appears on all invoice pages), You can choose from the predefined list of header lines
Page footer text: Page footer goes here, (if multiple pages then appears on all invoice pages), You can choose from the predefined list of footer lines
Comments tab
Comments: comments text goes here appears on printed invoices
Terms tab
The default terms and conditions text for the new invoice. Appears on printed invoice
Private notes tab
Private notes: any notes text for the invoice, not appears on printed invoices