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Creating an invoice

To create an invoice, access the customer's account as described previously and tap the INVOICE OPTIONS button:

Customer account window

A list of available options will be displayed:

  • Generate invoice
  • Reprint invoice
  • Print delivery note
  • Return/credit entire invoice
  • Account statement

Invoicing options window

Select the "Generate invoice" option and tap the PROCEED button. This will present you with the "Generate customer invoice" window where you can specify a customer ref., the due date (default 30 days) and the number of copies of the invoice to print.

When you have specified all of the details required tap the GENERATE button to create and print the invoice.

Invoicing details window

The invoice will be printed to the specified printer in A4 format.

Following the creation of the invoice the account history will be updated to show the invoice transaction.

Customer account window after invoicing

Note

That the account balance (which is an 'uninvoiced' account balance) will be reduced to reflect the value now on the invoice.