Add Invoice

The system offers user-friendly features that streamline the invoice creation process. Pre-designed templates and automatic field population (like customer address) save time. The system calculates amounts and totals automatically and even handles tax calculations based on your chosen rate. Discounts can be applied as percentages or amounts, and the system reflects the impact on the final invoice total. For better organization, you can manage the order of items and even include subtotals within the list. Additionally, the system allows you to attach relevant documents. Overall, this invoice system offers flexibility and simplifies the process of creating and managing invoices.

• Navigate to Commerce > Invoices.
• Click on Add Invoice button which is located on top right corner.

To create an invoice from Customers, Deals, Projects, Estimates, or Sales Orders.

• Customers: Navigate to CRM > Customers then select customer and go to the detail screen then click on Add > Invoice button which is located on top right corner.
• Deals: Navigate to CRM > Deals then select deal and go to the detail screen then click on Add > Invoice button which is located on top right corner.
• Projects: Navigate to Project > Projects then select project and go to the detail screen then click on Add > Invoice button which is located on top right corner.

• Estimates: Navigate to CRM > Estimates. When an estimate has a status of "Accepted" a down arrow ▼ button will appear in the last column. Clicking this button will reveal a "Create Invoice" option within the list menu.
• Sales Orders: Navigate to Commerce > Sales Orders then click on Create Invoice button which is located in last column.
  

• Customer: This is a mandatory field, users can click on dropdown ▼ then search and select customer.
  

• Project: While not required, users can leverage dropdown ▼ to find and select a project associated with the chosen customer.
• Email/CC/BCC: While entering a customer email address is optional, users can include additional email addresses in the Cc and Bcc fields for sending copies of the invoice. Even this field auto-fills the customer email address field if the customer entered an email address during account setup.
• Billing Address: This is a mandatory field, users can click on dropdown ▼ and select customer address. When a customer with only one address then auto-fill on customer selection.
• Estimate: While not required, users can leverage dropdown ▼ to select an estimate associated with the chosen customer.
• Payment Terms: While not required, users can leverage dropdown ▼ to select payment terms that are set in customer details. The due date will automatically adjust based on the chosen terms.
• Invoice Date: The calendar allows users to choose any date. By default, the current date is pre-selected for convenience.
• Due Date: The calendar allows users to choose any date. By default, the current date is pre-selected for convenience.
• PO Number: Entering a purchase number is optional, but it can be a valuable reference that links to the corresponding purchase order number.
• Department: Entering a department is optional, but it can be a valuable reference that links to the corresponding department.

• You can add individual line item details in the line items editor, such as product, rate, quantity, and unit of measurement (UOM). Enter a new value in the appropriate column. Learn more about using the line items editor.

• Message Displayed On Invoice: An optional message field allows users to include additional information on the invoice receipt.
• Message Displayed On Statement: An optional message field is available for users to include any relevant details, functioning as a memo on the invoice receipt.
• File Attachments: Users can attach relevant documents to the invoice or remove them as needed.

• Add discounts, and taxes: You have the ability to include discounts and taxes for the subtotal. Learn more about taxes and discounts.

• When clicking on the “Save” button, the entry is saved and the status changes to “Draft”. Clicking on the “Save and Send” button opens a window prompting users to fill in the necessary details to send email. After sending the email, the status is updated accordingly.
  

• Users can create template from here.
  

• Users can create recurring invoices from here.

• The system offers a selection of pre-designed templates. To access them, click the button situated before the customer ▼ dropdown. This action will open a modal window where you can explore and select your preferred template.
• Users can leverage pre-designed invoice templates to expedite the creation of invoices. These templates are pre-formatted for easy completion of invoice details.