Sales Invoices
The Sales Invoice is a legal document issued to your Customer.
Sales > Sales Invoices
The Sales Invoice is a legal document issued to your Customer. It indicates:
- The quantities of products and services supplied
- The respective price(s)
- The amount or balance owed to you
- The payment terms agreed
- The date that the balance is due to be paid (due date)
There are a multitude of ways to create Sales Invoices in the app.
- 1.You can raise Sales Invoices from documents: To create a Sales Invoice from a Sales Order, select the items you want to invoice from the line item table, go to actions and select 'Create Sales Invoice'. The Sales Invoice will inherit data from the Sales Order. The process is the same for Sales Quotes.
- 2.You can also raise an arbitrary Sales Invoice: Go to 'Sales Invoices' on the Explorer under the Sales folder. Either click the plus sign from the Explorer or click on 'Sales Invoices' to display the list. From here, click the plus icon at the top of the page. You will be prompted to select a customer from your system.
Once created, use the line item table to add items to the Sales Invoice.
From the Sales Order list you can bulk create Sales Invoices. To do this:
- Go to the Sales Order list
- List 'Orders Partially/Fully Shipped Not Invoiced'
- Click the check box to select orders from the list and click ‘Create Invoices’
- This will take you to the Sales Invoices list. Now you can see all invoices that the automation has created
You can email Sales Invoices directly from the document or from the Sales Invoice List.
To email Sales Invoice from the document, go to the 'Email' drop-down on the action bar. From here, you can send a blank message or you can choose an email template from the list.
From the List you can email invoices in bulk. Use the check boxes to select which Invoices you would like to email then select 'Email Invoices' from the action bar. Choose an email template from the drop-down and then click send.
You can print Sales Invoices from the document itself or from the List.
To print from the document, select 'Print' from the action bar.
From the List, you can print invoices in bulk. Use the check boxes to select which Invoices you would like to print, select 'Print Invoices' from the action bar, download the PDF file(s) and print.
Last modified 2mo ago