Invoices

Click on the New button to create an Invoice

How to create an invoice

1. Select the client from the dropdown box.

2. The invoice number will only be generated once the invoice is saved.

3. Select the Delivery Date.

4. The New Item button will only be enabled after the Delivery date is selected.

Field names for header

Field Name	Description	Required	Read Only
Invoice No	Invoice number	Yes	Yes
Date	Date the invoice is created	Yes	Yes
Client	Select the client	Yes
Street	Street name and number	Yes	Yes
Area	Area name	Yes	Yes
City	City name	Yes	Yes
Code	Area code	Yes	Yes
Delivery Date	Item code	Yes
Terms	Item description	Yes	Yes

How to add a new item

Info

Item, Description and Price will be populated from the Inventory Module after the module is developed.

1. Select the quantity.

2. Type in the Item Code.

3. Type in the Description.

4. Type in the item unit price.

5. Select the discount.

6. Total amount.

7. Click on save.

Field names for items

Field Name	Description	Required	Numeric	Read Only
Qty	The quantity	Yes	Yes
Item	Item code	Yes
Description	Item description	Yes
Price	The unit price for the item	Yes	Yes
Discount	Discount for the item	Yes
Total	Total for the item		Yes	Yes

How to delete an invoice

WARNING

Invoices can't be deleted.

Invoice footer

Field names for footer

Field Name	Description	Required	Numeric	Read Only
Account Name	Bank account holder.*	Yes		Yes
Account No	Bank account number.*	Yes	Yes	Yes
Bank	Bank name.*	Yes		Yes
Branch	Bank branch name.*	Yes		Yes
Code	Bank branch code.*	Yes	Yes	Yes
Sub Total	Sub total	Yes	Yes	Yes
Vat	Vat amount.**	Yes	Yes	Yes
Total	Total amount.***	Yes	Yes	Yes
Total Paid	Total amount paid	Yes	Yes	Yes
Total Due	Total amount due	Yes	Yes	Yes

* Populated from System Setup.

** Vat Amount if Vat is selected on System Setup.

*** Total Amount, includes Vat if Vat is selected on System Setup.

Button functions

Button Name	Description
Cancel	Cancel Invoice
Save	Save Invoice.*
Print	Print Invoice.**
Email	Email Invoice.**
Close	Close Invoice.**

* Invoice number will only be generated after the invoice is saved for the first time.

** Only enabled when invoice is saved or fully paid.

** If invoice need to be emailed, please print invoice as PDF(Microsoft Print to PDF).

Email function

Field names for send email

Field Name	Description	Required
To	Email to.	Yes
Subject	Email subject. (ex. Invoice 1)	Yes
File Input	Select printed invoice to be emailed.*	Yes
Description	Description.	Yes

* Only pdf's can be emailed.