An invoice is a financial document that outlines the supply of goods and services between a vendor and a customer.
Access the Quick Create feature within the invoice module, located under the sales tab.
Create Invoices
Select your desired discount from the available options. Include any supplementary charges, such as Shipping Address and Adjustments.
Determine your tax preferences for sales transactions.
Incorporate a field for the sales representative, should this be desired. Click on Save & Continue.
Step 5) Email Invoice
The “From” field will contain the email address of your organization.
The “Send To” field is reserved for the recipient’s email address.
Email Invoice
The email will comprise a summary of the invoice details. You can attach the Customer Statement and change the name of the invoice PDF attachment in the email.
Files are permissible to be attached to the invoice (with a maximum file size of 11MB).
Click on the “Send” button to initiate the process of emailing the invoice.
Step 6) Record Payment
Press the Record Payment button on the invoice page.
Record Payment
Write the customer payment amount.
Enter the payment information like Payment Date, Payment Mode and where the deposit goes.
Fill in the Reference # and Notes fields with payment info
Add files like pictures or documents to your payment receipt.
Choose to send a thank you email to the customer after payment.
Select on the Record Payment button.
Step 7) Payment Received
This module helps you to access all the payments made to you by your clients. It shows the payments made for your invoices, including any retainers that have been added to them.
Step 8) Credit Notes
A Credit Note is a formal document issued by a vendor to a customer upon the return of goods to the vendor following a sale transaction.
Navigate to the Sales section.
Credit Notes
then select Credit Notes. Select the ‘+ New’ option located in the upper right corner of the page (or via the shortcut c + n).
Input the customer and item information for which a credit note is desired.
Step 9) Manage your customers and vendors.
Tap the Quick Create button in the Contacts section to include new customers.
Manage your customers and vendors-1
Sort through the contacts and vendors by selecting the “All Contacts” option.
Manage your customers and vendors-2
By selecting the options menu, you can organize the improve your business with our help contacts and add them by clicking on it.
Click on the contact from the list view to see the contact details.
The contact information area shows the transactions and provides a summary of a particular contact.
Press the Edit button to modify a current contact.
The New Transaction button enables you to make a sale or buy order for the chosen individual.