| Invoices
can be raised for services rendered to clients.
Invoices can be of two types i.e. Open (Invoices
for which payments have not been received) and
Closed (invoices for which payments have been
received). |
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New Invoice |
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Follow the steps given below to raise an invoice: |
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From the Reminders/Invoices section,
select the New Invoice option
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In the Invoice entry form, select the client
(from the drop-down provided) for whom the invoice
is to be raised
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Select the contract for which the services have
been provided |
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Enter a title for the invoice |
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Select the invoice currency |
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Select the invoice date and the due date |
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Select the appropriate wire info option from
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Click the Create Invoice Setup [Set 1/ 4] button
to proceed to the next step in the creation of
an invoice
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In the invoice details preview page, select
the Create Invoice Setup [Step 2/ 4] button to
save the base invoice details.
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In the invoice details form includes options
to view/edit base invoice details, services, payments
and billing details
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To edit the base invoice details, select the
Base Control option; make relevant changes and
click the Update Base Info button to save the
changes to the invoice
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To add details of services rendered, select
the Services option; In the services form, select
the relevant service, enter the amount to be charged
for the service, enter the discount amount (if
any); click the Add Service button to save the
service details to the invoice
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After the payment has been received from the
client, the relevant details can be added to the
invoice. To add payment details to the invoice,
select the Payment option. In the payment details
form, select the mode of payment (Cash, Cheque,
Draft, Wire, Credit Card or Adjustment), select
the date on which the payment was received, enter
the payment amount and comments (if any); click
the Add New Payment button to save the payment
details to the invoice
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To view base invoice details, service and payment
details in a consolidated form, select All Options
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To print the Invoice, select the Print option |
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To add bills to the invoice, select the Bills
option. In the billing form, enter the bill title,
currency, billing date, due date and comments;
Click the Create Invoice Setup [Set 1/ 4] button
to proceed to the next step in the creation of
a bill. In the billing details preview page, select
the Create Invoice Setup [Step 2/ 4] button to
save details to the invoice |
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To email the selected invoice, select the Email
option from the Toolbar panel at the bottom of
the invoice form |
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To create a PDF of the invoice and attach a
digital signature to it, select the PDF option
from the Toolbar panel
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" To delete an invoice, select the Delete
option, from the Toolbar panel
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" To disable an invoice from being edited,
select the Lock option from the toolbar |
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View/Edit Invoices |
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Invoices can be search on the basis of the status
i.e. Open or Closed and title. In the search listing,
select the appropriate Edit icon to view edit
the details of the selected invoice. |
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