To access sales invoices Hover over Financial Transactions > Click on Sales Invoices.
Sales invoices are created when a product is sold, and the amount is collected or outstanding.
Plenty of actions could happen on the sales invoice page firstly filtering options are available, and a quick overview of the amounts invoiced, collected, and outstanding. On the bottom right, the highlighted area provides a full report of the invoices that have been issued for a specific filter or a full report.
As for a single invoice, it could be flagged for immediate attention on the bottom right. It could also be viewed, sent, returned, cloned, or just canceled the invoice by hovering over the settings icon on the far right of the corresponding invoice. There is also the option of posting to finance once the invoice is locked in.
Further actions could be taken for the sales invoice, such as creating a whole new invoice which in turn automatically creates a sales order. A unique point of sale could be made by viewing all sales orders and receipts. In the case of excess invoices, the import function of the system allows you to download a template, fill it and import it into the system easing data inputs.
Also, right next to the Actions button is “Tax Invoices.” The tax invoices just export all taxes due which are connected to the government portal.
At the point of sale, it requires the data of the customer and invoice to add an item and then print the invoice.
In creating a sales invoice any element that has (*) next to it means the elements must be filled.
The “Main” contains all information relating to the invoice, and “Line items” includes the items that will be invoiced. “Payment terms” is how the invoice will be paid, whether it’s in cash or installments, and if it’s installments, how will they be divided? “Terms and Conditions,” “Contract,” and “Documents” are additional data that could be added to the invoice.