Step
|
Action
|
1
|
Select Admin | Invoice from the upper Menu bar.
This will display the Invoice Transactions screen. There will be no transactions showing at this point.
|
2
|
Click the Add Sale Item button.
This will generate a blank Add Misc Sale Transaction record requiring completion.
|
3
|
Enter the quantity (Qty), Rate, Type, Details and optional Comments fields and click the Save button.
This will add this item to the Misc Sales Details section and update the cumulative total.
|
4
|
To add more items, repeat steps 2 and 3 as required.
|
|
5
|
When you have finished adding transactions, click Create Invoice and click OK to the
'Are you sure' prompt.
|
6
|
Now enter the customer details into the invoice as follows:
Inv Date – defaults to the current date but can be changed.
Your reference – optional customer reference eg order number that will be printed on the invoice.
Invoice To – This is a select box that displays all your registered users and any wholesalers you have linked to in the ODA. If you choose from this list, the address and other details will be automatically loaded into the relevant fields. Otherwise leave blank and you will need to manually enter address details.
Invoice Name – the name of the contact person who will receive this invoice.
Address – self explanatory
Comments – any optional comments will be printed on the invoice
Country – self explanatory
Email – the email this invoice is to be sent to.
|
7
|
Click the Save button to record a new invoice number.
This will bring up some new function buttons as follows:
View/Print – allows you to print the invoice
Email – allows you to email a link for this invoice to your customer
Payments – allows you to record payments against this invoice (refer Record an Invoice Payment)
Delete – if you click this then confirm, the invoice will be irretrievably deleted.
|
