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Invoices

Preferred Method:

1. Click on Sales on your left panel
   
2. Go to Quotes tab and select the quote you'd like to have converted into an Invoice.
   
3. In your quotation, simply click on the copy to invoice option found at the top right corner.
   
4. All the information from your quotation will automatically be copied over to your invoice. 

Alternative Method:

1. Click on Sales on your left panel.
2. You will see an expanded menu from the +button, then select Invoice.

   

3. Select the customer, or add a new customer.

   

4. Select Attention if you are sending to a specific person in the business. (Optional)
   Note: The invoice will be forwarded to the person's email instead of the company's email if Attention is specified.
5. Review or select an Address.
6. Select an appropriate  Payment Term, this determines when the invoice is due for payment.
7. Review the invoice Date.
8. Review the Invoice No and Reference No.
9. Select the products or services you are selling

   

   • Select the Product you previously defined or a Category / Account if you are selling a one-off item. You can also add the Product or Category on the spot.
   • Update the product name & description if required.
   • Update the quantity and review the price.
   • Specifies the discount for the item in value or percentage (by suffixing with %) (Optional).
   • Review the tax where applicable.

    

10. Put in appropriate Note for your customer and review the summary.
11. Upload related files to the invoice (For internal use or share to the customer). (Optional)
    Note: Click the button on the top right to toggle Internal / Sharing.
12. Click Save & Approve.

What's Next?

Sorry to disappoint if you were expecting more. The following is all done for you when you click on  Save & Approve:

1. Accounting/journal entries, together with reports and charts.
2. Tax amount has been recorded for future tax filing purpose.
3. An electronic invoice has been dispatched to your customer. (If there's a record of customer email in the system).