Entering invoices decreases the user’s work load because the software will assign an average weighted cost to products and services captured within work orders and application records. It also allows the user to manage inventory of products. Invoices populate and credit product quantities while Applications decrease and debit product quantities.
Click on the Production page and choose the Invoices tab.
Click the Add button at the bottom left corner. The invoice template will open. Type the invoice number/name and choose the date the invoice was received by clicking the calendar icon. Choosing a vendor, which pulls from the Companies list, is required when entering an invoice.
Click inside the Product box and type the name of the desired product or service. Select the product from within the list. NOTE: If you don’t find the product you are looking for in the list, you may create your own or request the product be added by clicking the link at the bottom of the list.
Choose the Total Product box and enter in the total quantity of that product purchased. Click the dropdown in the Unit box to change units if necessary. Click in the Total Price box and enter the total paid for that quantity of product. This will back-calculate price per unit.
To add more products on that invoice, click Add Product. Click the Complete Invoice in the right corner of the screen when finished.
Once the invoice is completed, the user can edit any information on existing invoices by clicking on one in the list on the left and clicking on the editable areas to the right. Products can be added or removed or the details of an existing product on the invoice are adjustable.
The user may create an exact copy of that Invoice by clicking Create Copy at the bottom of the
screen. Although the products, quantities and prices are copied to a new invoice template, the user will have to enter a new Invoice Number.
For organizational purposes, the user may assign a visual indicator to certain invoices in the list by
clicking Set Flag.
To print an individual invoice, choose the invoice in the list and click the Print button.
We also have a tutorial video on how to create an invoice, which is listed below.
If you have any questions regarding this content, please reach out to us with the contact information provided below.
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