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New Invoice

New Invoice

An invoice refers to a list of goods sent or services provided, with a statement of the sum due for these; a bill.

Get to the page below via Homepage > Invoices > New Invoice

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Add a Customer to the Invoice

To add a name to the invoice, tap the field and use the keypad.

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Connect an existing customer to this invoice by tapping the customer icon. You may also add a new customer to the system through this option.

Tip
See here for a comprehensive guide to adding a customer.

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Invoice Information

Tap each field to input an invoice number, reference, issue and due date.

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Addresses

If a customer is selected and their personal details have already been saved, their address will automatically be imported. If you wish to amend those details from here, or if you would like to add contact details that haven’t been previously saved, tap the fields.

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A pop-up will appear where you can input the customer’s contact details.

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Adding Items

Begin by tapping the ‘Item Name’ field.

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A small pop-up window will appear. Tap the an inventory group on the left hand-side, revealing all the items within it, followed by selecting an item. Alternatively, you can use the search bar to find an item.

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Once an item from your inventory has been selected, the other fields will automatically be filled out.

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Delete Items and Add Notes

Tap the icon and a small pop-up menu will appear.

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Here you may add a note about this particular line, or, should you wish to delete the line, tap the red bin icon.

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Add an Image

Tap the paperclip icon.

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In the pop-up window, tap the camera icon to launch the camera and take a photo, or alternatively, tap the image album icon to select a photo already saved to the device.

To add multiple photos, tap the blue cross icon. To delete photos, tap the red bin icon.

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Multiple Items

To add multiple items, tap ‘Inventory Item’.

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Add Charges

To add separate charges (e.g. Delivery), tap ‘Add Charges’.

Tip
Add, edit and delete accounts for added charges via
Home Page > Accounts > Add Account

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Custom Fields

Tap the icon to fill out previously created custom fields.

Tip
Create, edit and delete custom fields via
Home Page > Settings > Invoices > Custom Fields

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Invoice Notes

Tap the invoice icon.

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Internal notes are for within the business and will not be printed along with the invoice. External notes, however, will be printed and sent to the customer with the invoice.

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Advanced Fields

Tap the icon and a pop-up menu will appear, detailing the advanced fields.

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The ‘Order Taken by / Sale Person’ field should be filled out, particularly when commission is a factor.

The person that manages the accounting for the products selected, or the employee the customer wishes to deal with regarding this invoice, should be listed as the account manager.

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Pay

You may take full, or partial, payment in a number a ways including card, cash and gift card.

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Remove Payments

Payments may be removed without cancelling the entire invoice.

After taking partial payment for an item(s), tap on the area, highlighted below, which displays the invoice payment information.

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Doing this will launch a small window, highlighted below.

Tap the Red Bin Icon to delete any unwanted payment(s).

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Pause an Invoice

You may pause invoices without taking payment, allowing you to keep the invoice for a later date.

Paused invoices will be saved in the Invoice List.

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