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' button it will show the 'Invoices' option.
Step 2. Users click the Customer Center then open a new screen and click the Transaction button 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.Users click the 'Save & Continue' then save the record and show the edit screen of that record.
1.Customer: Users can choose one of the 'Customer' in this dropdown.
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.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.Billing Address: Users can write the billing address of the customer in this field.
6.Shipping Address: Users can enter the shipping address of the customer where products will be shipped.
7.Due Date: Users can enter the due date of the customer in this field.
8.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.
9. 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.
10.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.
11.Shipping Method: Users can select the shipping method through which products will be shipped.
12.Sales Rep: Users can select their sales representative from this drop-down list.
13.Site/Location: Users can choose one of the 'Site/Location' in this dropdown.
14.Ship Date: Ship date is the date that the order is shipped from the seller or warehouse to the customer.
15.Required Date: Users can select the "Required Date" in this field.
16.Item: This column can display products for which you are generating a Sales Order.
17.Description: Users want to enter a product/item description then it will be entered in this field.
18.QTY: Users can enter the Quantity Number of the product in this field.
19.Rate: Users can enter the Rate of a single quantity of a product in this field.
20.Amount: This field can show the total amount of a product.
21. Delete: This button will delete a product from the list users can select multiple products by ticking the box on the left side.
22. Add More: This button will add more products to the Sales invoice.
23. Sub Total: This field can show the subtotal amount of all the products that are in your Sales invoice. A subtotal is a figure that is the result of adding some numbers together but is not the final total.
24.Shipping Charges: Users can enter the "Shipping Charges" in this field. The shipping charges are the cost used to ship items to a buyer.
25.Others: Users can enter "Other charges" in this field.
26.Discount Percentage: Users can enter the "Discount Percentage" in this field. A 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.
27.Discount Amount: Users can enter the "Discount Amount" in this field. 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.
28.Total: This field will show the total amount of all the products that are in your Sales Order.
29.Balance: Balance is the difference between the sum of debit entries and the sum of credit entries entered into an account during a financial period.
30.Customer Message: Users want to display a message on the Sales invoice then it can be entered in this field.
31.Memo: Users want to write a Memo for a Sales invoice then it can be entered in this field.
32.Save & Close: If you click "Save and Exit", then it will redirect to the list page of the Customer Center screen.
33. Save & Continue: Users click the 'Save & Continue' then save the record and show the edit screen of that record.
34. Print: User click the "print" button then opens a new window where you can "Download" or "Print" Corresponding slip.
35. Packing Slip: Users click the "Packing Slip" button then opens a new window where you can "Download" or "Print" the corresponding slip.
36.Shipper Print: Users click the "Shipper Print" button then opens a new window where you can "Download" or "Print" the corresponding Shipper Print slip.
37.Receipts / Credits: No Work.
38. Delete: User click the "Delete" button then you can see the original entry will not appear in your activity by account report but will show in the modified transactions report. 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..
39.Void: User click "Void" button then you can see the original entry will still appear in your activity by account report, and an additional reversing entry will be posted and shown as voided. Any invoices or payments that are voided will also show a status of voided.
40.Return: Users click the "Return" button then it will return the items.
41.Copy: Users click the "Copy" button then it will create a duplicate to the Corresponding screen.
42. 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.
When we click the Email button, a popup screen opens next to us in which we can see the format of the email
43.Fulfillment: When Item is Serialized then it will show to the "Fulfillment" Button on the Invoice screen.
44.Upload File: Users click the "Upload" button then it will upload images in this field.
Step 5. Users click the "print" button then opens a new window where you can "Download" or "Print" Corresponding Report.
Step 6. Users click the "Packing Slip" button then opens a new window where you can "Download" or "Print" the corresponding slip.
Step 7. Users click the "Shipper Print" button then opens a new window where you can "Download" or "Print" the corresponding Shipper Print slip.
Step 8. Users click the "Return" Button then it will move to the sales return screen and returns to the invoices items.
Step 9. Users click the "Copy" button then it will create a duplicate to the Corresponding screen.
Step 10. Users click the 'Send Email' button, a popup screen opens next to us in which we can see the format of the email.
Step 11. When Item is Serialized then it will show to the "Fulfillment" Button on the Invoice screen.
1.IMEI Lookup by: Users click "Dropdown" and select the one IMEI Lookup options.
2. Order Number: Users can enter "Invoice Number" in this field.
3.Status: Users can see the "Status" of invoice numbers.
4. Search By: Users click "Dropdown" and select one of the Search by "Options"n this dropdown.
5. Number: Users can enter the "IMEI" number in this field.
6.Number: Users can see the "Numbers" of items in this field.
7. Item Code: Users can see the "Item Code" in this column.
8.Quantity: Users can see the "Quantity" of items in this column.
9.IMEI Number: Users can see the "IMEI Number" in this column.
10.Item Status: Users can see the Correct & Wrong "Item Status" in this column.
11.IMEI Status: Users can see the Correct & wrong "IMEI Status" in this column.
12. Delete: Users click the "Delete" button then it will be deleted to show the record.
13.Item Code: Users can see "Item Code" in this column.
14.Item Name: Users can see the "Item Name" in this column.
15. Quantity Ordered / Invoice: Users can see the "Quantity Ordered/invoiced" in this column.
16.IMEI Scanned: Users can see the total number of "IMEI Scanned" in this column.
17. Save & New: Users click the "Save & New" button then it will save all records and redirect to the fulfillment screen.
18. Close & New: Users click the "Close & New" button then it will remove the records and redirect to the same screen.