7.2 Customers Invoice

View Invoice– See all Invoice

When you click on ” Invoice” under accounting menu a list of Invoices will appear with ADD Invoice button on the top.

Invoice Details Display

list of Invoices includes a table that shows the full details of the Invoice, such as:

• Invoice Number
  
• Date & Time
  
• Invoice Type (Invoice/Quotation)
  
• Subtotal
  
• Discount (if any)
  
• VAT (20%)
  
• Total Invoice Amount
  
• Payment Terms
  

Invoice Management Action Buttons

you can take the following actions:

1. Send Invoice – Send the Invoice directly to the customer via email.
   
2. Edit Invoice– Modify any details of the bill, such as amount, discount, or payment terms.
   
3. View Invoice– Open a detailed view of the Invoice for review.
   
4. Download – Export and download the Invoice as a PDF or other formats.
   
5. Add Payment – Record a payment for the Invoice.
   
6. Add Task – Assign a task related to the Invoice (e.g., follow-up for payment).
   
7. Add Note – Attach internal notes regarding the Invoice.
   
8. Delete – Permanently remove the Invoice from the system.
   

📌 Tip: Before sending or modifying a Invoice, always verify the details to ensure accuracy in transactions.

Add Invoice– Create a new bill for the customer.

Invoice Entry Fields

Once the default business activity is set, you can proceed to add a Invoice by filling out the following fields:

1. Invoice for*- select customer or lead
2. select user
3. Time – Enter the time of the Invoice.
4. Date– Enter the Date of Invoice.
5. Invoice Type* – Choose between:
   • Invoice (for actual transactions)
   • Quotation (for price estimates)
6. Recurring Invoice?* – Specify if this Invoice should repeat at regular intervals automatically.
7. Item Category* – Select one of the two Invoice categories:
   • Business Activity (related to provided services)
   • Business Disbursement (for additional expenses related to the business)
8. Item Description* – Enter a brief description of the product or service being billed.
9. Item Date* – Select the date associated with the Invoice item or service.
10. Amount(£)* – Enter the total cost for the item or service in GBP.
11. QTY* – Specify the quantity of items or units being Invoice.
12. Discount – If applicable, enter a discount amount.
13. In (%) Checkbox – If checked, discount is applied as a percentage instead of a fixed amount.
14. Add VAT? – If VAT applies, check this option. The system will calculate 20% VAT.
    
    Invoice Breakdown
15. Subtotal: £ (Displays the total amount before discount & VAT)
16. VAT (20%): £ (Automatically calculates the VAT amount)
17. Discount: £ (Shows the applied discount amount)
18. Total Invoice: £ (Final amount after discounts & VAT)
19. Add Success Fee? – If checked, additional fields appear:
    1. Success Fee* – Enter the extra service charge.
    2. Success Note* – Provide a note regarding the success fee.
       
20. Add Conditional Fee? – If checked, additional fields appear:
    1. Conditional Fee* – Specify an extra charge based on conditions.
    2. Condition* – Define the terms for applying the fee.
       
21. Payment Terms* – Specify the payment conditions.
22. If “Add Note?” is selected, the following fields appear:
    1. Note Type – Choose the type of note.
    2. Customer Note* – Add any relevant information for the customer.
       

📌 Tip: Always review the invoice before finalizing to ensure the correct calculations and details.