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Help > Invoice System >
Create an invoice
  1. Click the add button

    For first timers, a windows pop up will ask for an initial invoice number. This number cannot be changed later. We suggest 10001 for your first invoice but you can start from any number specially if you're following from a different system and you want to use a different number

  2. Select the type of invoice: Services or Products

    You can set the default type of invoice when adding invoices in the setup area.

  3. Enter necessary information in the Description field which is different depending on the type of invoice.

    Service invoice description

    In order for the calculation of services to function, use the following steps:

    Step 1 Put a cost on the first line of the text area. Say, $1000.

    Step 2 On the next line, put another cost. Say, $200.

    Note that for every number or cost inputted, there should be a money sign (e. g. $) before the number. Also, put a space after every number or at the end of each amount.

    Step 3 To calculate the services inputted in the Invoice Description text area, click the CALCULATE button located at the rightmost bottom part of the Invoice Description area. The CALCULATE button can calculate what you put in the service invoice. In this case, it will be $1200.00. For a clear image of where the CALCULATE button is located and the result of the calculated service:

    There are different options to calculate the subtotal of the services inputted in the Invoice Description area. It can be a percentage, a deposit or a discount.

    Step 4 In the case where the options above are considered such as the discount, another amount will be inputted on the third line. You can type the word discount or any word on it. The important thing to remember is to put the negative sign (-) and the money sign before the amount. In this case, the third line would be -$200(discount).



    To calculate the total, click the CALCULATE button wherein the subtotal should be $1000.



    The calculation from the steps above only calculates the subtotal calculated from the Invoice Description area where service amounts are inputted. In order to get the Total amount, the Freights and the Tax amounts are added together with the subtotal.


    The product invoice description

    The Product Description area is where you enter the products that you want to create invoice from. This area is solely for products that you could define with a product number from the PRODUCTS & INVENTORY System of the software.

    As you can see, the Product Description area is provided with defined list for the list of products. To add a product in the list, just click the Product Code field.

    This field will then show a list of available product codes from the Products & Inventory System where you can select. Once a product code is selected, the description, number of stock, and price of the product will be automatically entered in the Product Description field.

    While the number of stock is provided, it is easy to enter the quantity of the product to invoice.

    To show the full detail of the selected product, just click the GO button or the product description field.