Sales Invoice Templates

First: Converting Sales Orders into Ready Invoice Templates:

• Start by navigating to the Sales screen from the main menu by clicking on the Sales option. Then, a window for invoicing will appear, and you should click on it.
• When you are in the invoicing window, you will need to select the link labeled “Sales Orders,” which will allow you to access the page related to orders.
• On this page, you will find an option to use filters, specifically “Date – …….”. You can access these filters by clicking on the filter icon located on the left side of the page. By using these filters, you can search and inquire about sales orders in the system.
• With the help of these filters, you can easily view any existing sales order and review it before converting it into an invoice template. Additionally, you can modify any of the existing sales orders before converting them into a template.
• Using the options mentioned above, you can easily access the sales order you want to work with.
• At the end of each sales order, you will find a button labeled “Template.” Clicking on this button will initiate the process of converting the sales order into a ready invoice template. This template will make it easy for you to create the invoice smoothly and efficiently.
• If you need to create a new sales order before converting it into an invoice template, you can do so by returning to the “Sales Orders” link and using the “Add” option to create a new order and fill in its details.

By following these detailed steps, you can easily convert sales orders into ready invoice templates, and modify them as needed, facilitating and expediting the process of creating and managing invoices efficiently.

Second: Accessing the Templates Page:

• Begin by navigating to the Sales screen from the main menu by clicking on the Sales option. Then, a window for invoicing will appear, and you should click on it.
• When you are in the invoicing window, you will need to select the link labeled “Sales Invoices,” which will allow you to access the page related to invoices.
• Once you reach the invoices page, you will find a button labeled “Templates” at the top of the page. Click on this button to enter the templates page.

Third: Options and Features of the Templates Page:

On this page, you will discover the options and features that the templates page offers for customizing and managing your operations efficiently:

• Using Filters: You will find an option to use specific filters, such as “Date – …….,” to specify the required time frame. You can access these filters by clicking on the filter icon located on the left side of the page. By activating these filters, you can filter the templates based on the dates and criteria you specify.
• Viewing Templates: You can view any sales invoice template present in the table to ensure its accuracy and completeness before converting it into an invoice. This allows you to verify and confirm the information associated with the template before proceeding.
• Converting Templates into Invoices: You can easily convert sales invoice templates into final invoices by using the button located next to each template. The process for doing this will be explained in detail to facilitate the operation.

With these options and features available on the templates page, you can streamline the process of converting templates into invoices, ensuring the smooth and accurate flow of your business.

Fourth: Detailed Explanation of Converting Templates into Sales Invoices:

• Start by clicking the button next to the template you want to convert into an invoice, after ensuring the template’s accuracy.
• Begin with Verification: Start by clicking the button located next to the sales template you want to convert into an invoice. Ensure that all the data in the template is correct and complete before proceeding.
• Navigate to the Sales Invoice Page: Once you click on the button next to the template, the system will take you to the sales invoice page. The invoice will appear as a ready-made template containing all the data from the original template.
• Edit the Template (if necessary): If you need to make any modifications to the sales invoice, you can simply edit the template and make the necessary changes according to your needs.
• Save the Invoice: Once you have finished editing the invoice and verified the information’s accuracy, you can click the “Add Sales Invoice” button to save the invoice in the system. The invoice will be ready for execution and issuance.

Note: If the payment condition is cash, the customer’s payment will be automatically added upon invoice execution.