Invoice: 

A Sales Invoice is an accounting document that records a business transaction. Sales invoices provide the business with a record of the services they have provided to a client when the services were rendered and how much money the client owes the business.

Step 1. From the left menu by clicking on Sales then 'Customer Center' will open to the new page and click the 'Transaction' tab it will show the Invoices option.

Step 2. Users click the Customer Center then open a new screen and click the 'Transaction' tab to show the invoices option. 

1. Add Invoice: Users can create a new "Sale invoice" by clicking on this button.

2.Export to Excel: Users when we click the Excel button, We Downloaded the excel file.

3.Export to PDF: Users when we click the Excel button, We Downloaded the excel file.

4.Txn Number: The transaction is a special set of numbers that defines each transaction. The transaction ID is always unique, which means that there are no transaction IDS that are the same.

5.Date: This column will show the proposal Date of the "Sale invoice". 

6.Due Date: This column will show the "Due Date" of the "Sale invoice".

7.Total Amount: This column will display "Total Amount" of the "Sales invoice".

8.Edit: Users click the 'Edit' button then we have a new screen open that we can update the existing record.

Step 3. Once you are on the 'Invoices' page click on the blue button that says Add Invoice

After clicking the 'Add invoice' button once you are on the create invoice page enter all the fields that are needed to create an invoice almost every field is required.

1.Customer: From this drop-down list users can select the customer.

2. Ship to: From this drop-down list users can select the contact to whom the product will be shipped.

3.Date: From this field, users can select the date of the sales invoice.

4.Billing Address: Users can write the billing address of the customer in this field.

5.Shipping Address: Users can enter the shipping address of the customer where products will be shipped.

6.Due Date: Users can enter the due date of the customer in this field.

7.PO Number: Purchase Order number is a unique number assigned to the purchase order form. The purchase order details the products or services a business wishes to receive from a particular vendor (or supplier). The purchase order number will be referenced throughout the transaction process by both buyer and seller.

8. Payment Term: Provide clear details about the expected payment on a sale. Often, payment terms are included on an invoice and specify how much time the buyer has to make a payment on the purchase. 

9.Payment Method: From this drop-down list users can select the payment method through which customers will pay the sales order it can be check or cash.

10.Shipping Method: Users can select the shipping method through which products will be shipped.

11.Sales Rep: Users can select their sales representative from this drop-down list.

12.Site/Location: Users can choose one of the 'Location' in this dropdown.

13.Ship Date: Users can select the "Ship Date" in this field.

14.Required Date: Users can select the "Required Date" in this field.

15.Item: This column will display products for which you are generating a Sales invoice.

16.Description: Users want to enter product/item description then it will be entered in this field.

17.QTY: Users can enter the Quantity Number of the product in this field.

18.Rate: Users can enter the Rate of a single quantity of a product in this field.

19.Amount: This field can show the total amount of a product.

20. Delete: This button will delete a product from the list users can select multiple products by ticking the box on the left side.

21. Add More: This button will add more products to the Sales invoice.

22. Sub Total: This field will show subtotal amount of all the products that are in your Sales Order.

23.Shipping Charges: The Shipping charge is the cost used to ship items to a buyer.

24.Others: Users can enter "Other charges" in this field.

25.Discount Percentage: Percentage discount is a discount that is given to a product or service that is given as an amount per hundred. For example, a percentage discount of 20% would mean that an item that originally cost $100 would now cost $80.

26.Discount Amount: The discount amount is either a specific dollar amount or a percentage that will be taken of an item.This value displays in the discount box on the sales invoice window. A sale discount always overrides all prices and discount levels.

27.Total: This field will show the total amount of all the products that are in your Sales invoice.

28.Customer Message: If users want to display a message on Sales Order then it will be entered in this field.

29.Memo: If users want to write a Memo for Sales Order then it will be entered in this field.

30. Save & Continue: Users click the 'Save & Continue' then save the record and show the edit screen of that record.

Step 4. The Second method of an invoice can also be created when a Sales order is saved to you can click on the Edit button next to any Sales Order record then scroll down to the end and click on Create Invoice.

1.Create Invoice: Users click on the Invoice button or the Sales Order is converted into a Sales Invoice, we create an invoice from that order.

2.Create Purchase Order: Users click on the "Create Purchase Order" button to the Sales Order is converted to the "Purchase Order", we create a purchase order from that sales order.

3.Copy: Users click the "Copy" button then it will create a duplicate to the Corresponding screen.

4.Delete: User click the "Delete" button then you can see the original entry will not appear . Any customer invoices or estimates and vendor invoices that are deleted will appear in your lists as long as you keep the Delete status selected. 

5.Print Button: Users click the "print" button then opens a new window where you can "Download" or "Print" Corresponding slip.

6.Print Picking: Users click the "Print Picking" button then opens a new window where you can "Download" or "Print" Corresponding slip.

7.Send Email: Users click the 'Send Email' button, a popup screen opens next to us in which we can see the format of the email.

8.Upload Button: Users click the "Upload" button then it will upload images in this field.