Sales Invoices

“This page displays everything related to sales invoices issued to customers with the ability to edit them and issue new invoices.”

To access the Sales Invoices page, please follow these instructions carefully:

• Start by navigating to the Sales screen from the main menu by clicking on the sales-related option. Then, the Invoice window will appear, where you will click on it.
• When you are in the Invoice window, you’ll need to select the link labeled “Sales Invoices,” which will allow you to access the invoices page.

Options and Features of the Sales Invoices page:

• On this page, you will find an option to use filters, “Date – …….,” which can be accessed by clicking on the filter icon on the left side of the page. Using these filters, you can query the invoices in the system.
• You can view any existing sales invoice with the ability to edit it according to your needs and requirements.
• You can also check the accounting entry associated with any of those documents through a custom button at the end of each transaction.
• You have the ability to print any invoice and keep a hard copy.
• You can even process a return for part or all of the invoice with ease.

Explanation of how to create a new sales invoice:

“To create a new sales invoice, you can click on the available link at the top of the page labeled ‘New Invoice.’ Please follow these instructions carefully:”

• Basic Invoice Data:

• 1. The creation date of the invoice. This date is automatically set based on the current date, but you can edit it if necessary.
  2. Additionally, you can choose the establishment branch to which you want to allocate the invoice from the dropdown list of establishment branches.
  3. Each invoice has a unique reference that can be used to identify it, and this reference is a serial number that distinguishes the invoice from others.
  4. Furthermore, you will need to specify the invoice’s owner, i.e., the customer you are dealing with, through the dropdown list of customers.
  5. You can also select the customer’s branch from the dropdown list of customer branches.
  6. Through the Sales Invoices page, you can verify the customer’s credit limit before executing the invoice.
  7. Then, you’ll need to select the sales type specific to the invoice, which is the pricing type used in the accounts, through the available dropdown menu.
  8. Additionally, you can specify the suitable payment terms for the customer through the “Payment” menu, where the default payment type is usually set, but you can change it as needed.
  9. Through this page, you can also choose the sales representative responsible for the sales process.

• Invoice Items Table:

  1. When you’re ready to add items to the invoice, you can choose the products you want to sell, whether they are previously purchased products, internally manufactured products, or services.
  2. You’ll need to specify the quantity desired for each item, and the item’s price field will be automatically filled based on the selected pricing in the invoice. However, you can adjust this price if necessary.
  3. You can also add a discount percentage to each item as needed.
  4. The system supports all types of taxes, and these taxes will be added automatically to the invoice.
  5. You can also enter the shipping cost related to the invoice in the shipping cost field, then click the “Update” button to save the changes.

• Data for Delivering Invoice Items:

1. 1. You’ll also be asked to choose the warehouse from which the items in the invoice will be delivered.
   2. Finally, you must select the shipping company that will handle the delivery of the items in the invoice.

Note: If you choose cash payment terms, the customer’s payment will be automatically added when executing the invoice.

When you have filled in all the details, click the “Insert Invoice” button to create the invoice.”

There are two additional ways to create a sales invoice:

• You can create a sales invoice through the Recurring Invoices link at the top of the page.
• This system allows you to create a template for sales orders. This template is ready for recurring invoices, where you can specify the invoice recurrence and time intervals between each invoice, making it easier for you to manage invoices more efficiently.