Create Invoice
To create new invoice go to Sales -> Invoices and click on the button Create new invoice
Select Customer, when selecting a Client the customer information's will be fetched directly from the customer’s profile. Another option is that you can click on the edit icon and directly add the desired customer information's, this also is applied for the billing information's they are also fetched when selecting a customer.
NOTE: If you want the billing details to be auto populated when selecting the customer you need previously to have added Billing details in the customer profile.
Billing and Shipping – If you change the billing and shipping information after selecting a client and click on the edit icon, this will be changed for the Invoice but in the customer profile the informations will remain the same.
– Select allowed payment modes for the invoice you are creating, if you customers pays online using our CRM payment gateways they will be visible in the invoice html area and when recording payment for invoice from admin area.
Currency – The currency is automatically selected based on your default currency or currency set for the selected Customer you selected previously in the customer profile. If the currency for this customer is USD it will be automatically selected and cannot be changed, read more here
INVOICE Number – Number is automatically populated Eq. 00012 next will be 00013.
This number its fetched from Setup->Settings->Finance->Invoice– Next Number the number its auto increment but you can change the next number in Setup->Settings->Finance->Invoice.
Customer note is visible to client side also, on the HTML invoice and PDF invoice.
You can setup terms directly in the invoice or you can have predefined terms which will be auto populated. To setup predefined terms go to Setup -> Settings -> Finance -> Invoice scroll down and you can populate the fields as it fits you.
Recurring Invoice – Read more here about how to setup recurring invoice.
Sale Agent – You can select sale agent for this invoice then then generate reports in Reports->Sales->Invoices Report. Note that the sale agent full name will be shown on the invoice if in Setup->Settings->Finance->Invoice-> Show sale agent on invoice is set to yes, see picture.
You can add Invoice items, when adding make sure u click on the blue check icon in order the item to be added you can also select tax options see shown in picture.
The items will be stored separately for each invoice and changing the items informations in Sales->Items wont affect the already created invoices with specific item/s.
Admin note is only for admins/staff members.
Customer note is visible to client side also, on the HTML invoice and PDF invoice.
Click Save.
While editing/creating invoice the adjustment option is always available if you want to +- the total amount
Related Articles
Recurring Invoice
Settings Navigate to Settings Menu -> Settings -> Cron Job Create a new invoice from the main recurring invoice only if the main invoice is with status paid? If this field is set to No the recurring invoice is not with status paid the new invoice ...Create Estimate
To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate Client – Before selecting a client you must have added clients Customers->New Customer. When ...Record Invoice Payment
While viewing the invoice from the admin area click on the + Payment button to record a new invoice payment, after you click on the button new view will be shown including the record payment form. Keep in mind that the + Payment button will be shown ...Converting Billable Expense to Invoice
You can convert expense to invoice on if the expense is billable. After you create the billable expense you will be able to see the Convert to Invoice button or you can just convert it and save as Draft. Click and the invoice with all the ...Create New Task
In order to create a new task, from the main menu navigate to Tasks and click on the New Task button. Subject – Enter the subject for the task in order to easily identify it. Hourly Rate – Set task hourly rate Start Date – Set the date when the task ...