Help » Invoices
The invoices section shows all invoices which are due and overdue (paid invoices can be seen under the 'Reports tab'). These include manually generated invoices or invoices generated from an order form.
Manual invoices i.e. invoices created by hand and not from an online order can be generated in two ways:
- Method 1 - Click on the 'Create New Invoice' button, then select the customer which the invoice belongs to.
- Method 2 - Click on the customer tab -> view customer -> then click on generate invoice.
Create New Invoice
This section enables you to create a new invoice.
- Select Customer: Select the customer the invoice belongs to (if not already selected).
- Issue & Due Date: You can specify the issue and due date (or alter it if editing an invoice). Please note that the due date is automatically pre-filled from your settings admin -> Settings -> Invoice Settings, but you can override this by entering a new date.
- Payment Method: Select the payment options for this invoice.
- Discount: Enter a percentage discount (if applicable) which will be taken off the invoice total.
- Invoice Details: Simply enter the details for this invoice and if you need to add a new line entry, click on 'Add Another Line?'.
- Additional Comments: Enter any additional comments or notes for this invoice. A example could be payment terms or maybe a thank you note.
- Save Invoice: When you have completed your invoice, click on the 'Save Invoice' button and you're all done! The next section you will be taken to will allow to send, print, edit or enter a payment.
View Invoice
You have successfully created and saved an invoice. The invoice will now appear under the 'Invoices tab' but you can also do the following:
- Send Invoice: Send the invoice via email or with a PDF attachment which is configured in your 'Invoice Settings'.
- Print Invoice: Print the invoice for your records or to send it via post.
- Edit Invoice: You can edit the invoice which you can created.
- Enter Payment: Enter a payment against the invoice if for example a cheque has been sent or a payment has been made using a bank transfer. You can also make partial payments and also apply any 'Credits' which a customer may have (see Customer -> View Customer -> Credit Account for more information).