Difference between revisions of "Issue invoices"
| Line 16: | Line 16: | ||
[[File:invoice status bar taxes.jpg|740px]] | [[File:invoice status bar taxes.jpg|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 "'''Send'''" button. | + | 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. |
[[File:invoice status bar PDF Send.jpg|740px]] | [[File:invoice status bar PDF Send.jpg|740px]] | ||
| Line 22: | Line 22: | ||
You can also create vendor invoices in similar way: go to | You can also create vendor invoices in similar way: go to | ||
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/payable/index '''Payables page'''] </U></span> | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/payable/index '''Payables page'''] </U></span> | ||
| − | , select payables, and click "'''Invoice selected on this page'''" button. | + | , 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. | Your vendor will be notified about the invoice. Also, your vendors can create the invoices themselves if they wish. | ||
Revision as of 10:51, 31 July 2017
Back to the Quick Start Guide main page.
To create and send an invoice to the client, you need to:
1. Go to Receivables page , select receivables you want using filters .
2. Click the "Invoice selected on this page" 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 email with invoice directly from the system by pressing the "Send" button.
You can also create vendor invoices in similar way: go to 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.
