Difference between revisions of "Issue invoices"
| Line 8: | Line 8: | ||
<U> [[Clients receivables list#Search receivables with filters |''' Filters''']] </U> . | <U> [[Clients receivables list#Search receivables with filters |''' Filters''']] </U> . | ||
| − | 2. Click the "'''Invoice selected | + | 2. Click the "'''Invoice selected '''" button. |
| − | [[File: | + | [[File:Invoice selected button.jpg|border|440px]] |
3. The system will create the invoice. You can adjust taxes, discounts and markups if you want. | 3. The system will create the invoice. You can adjust taxes, discounts and markups if you want. | ||
| Line 16: | Line 16: | ||
[[File:invoice status bar taxes n.jpg|border|740px]] | [[File:invoice status bar taxes n.jpg|border|740px]] | ||
| − | 4. You may download invoice PDF file generated by the system. Or you can send email with invoice directly from the system by pressing the "'''Send'''" button. | + | 4. You may download invoice PDF file generated by the system. Or you can send an email with invoice directly from the system by pressing the "'''Send'''" button. |
[[File:invoice status bar pdf send n.jpg|border|740px]] | [[File:invoice status bar pdf send n.jpg|border|740px]] | ||
Revision as of 11:15, 8 November 2017
Back to the Quick Start Guide main page.
To create and send an invoice to the client, you need to:
1. Go to the Client receivables page, select receivables you want using Filters .
2. Click the "Invoice selected " button.
3. The system will create the invoice. You can adjust taxes, discounts and markups if you want.
4. You may download invoice PDF file generated by the system. Or you can send an email with invoice directly from the system by pressing the "Send" button.
You can also create vendor invoices in similar way: go to Vendor payables page , select payables, and click the "Invoice selected on this page" button.
Your vendor will be notified about the invoice. Also, your vendors can create the invoices themselves if they wish.
For more info on client or vendor invoices, please see our
wiki pages.
Back to the Quick Start Guide main page.
