In order to be able to make new invoices you need to:
- Go on to the invoices in the navigation bar
- Under invoices select new invoice as highlighted below
Once new invoice is selected, the following page will appear.
If client is not defined, then you firstly need to add the contact by clicking on the icon as shown below to add the contact quickly.
Once you have clicked on to the icon for “add client” you will see the following page:
- Fill in the information regarding the client- first name, last name, E-mail and assigned user.
- Click on save at the end of the page to save the information.
By filling in the required fields and saving the information this will enable your system to store and add the new clients’ information into the system.
Once the client is added you can fill in the rest of the sections to complete the new invoice.
- Now you can select ‘Invoice date’ and ‘Due date’ from the calendar.
- You can also provide the ‘Reference’ in the reference tab, if required.
By clicking on the ‘Invoice date’ and ‘due date’ you will see a dropdown calendar to choose the dates from -as shown below:
In order to choose currency:
System provides four different currencies options which are:
- ‘Great Britain Pound’,
- ‘Kuwaiti dinar’
- ‘United State Dollar’
You can select any of these from drop down menu as shown below:
Next you can fill in the Product/Service from the dropdown menu of the services you have already added, however if it is for a new service then you will have to add the new Product/Service.
You can add new Product/Services’ but remember ‘Product Service’ and Calendar Services are two different services. Product services would only appear in ‘Invoices’ and ‘Purchase’ where as ‘Calendar Services’ will appear in ‘Appointment’ as well as in ‘Invoices and Purchase ’.
To add new ‘Product/Services’ as highlighted there is ‘New Product/Services’ under Product/Services in the Navigation.
- Navigation to Product/Services > New product/Service
Once filled in the required information regarding the new Product/Service click on save to store the information. This can then be viewed in ‘All Product/Services’ under Product/Services tab in navigation.
Following is an image of a recently added Product/Service.
Here you can see that we have defined ‘product 1’ while selecting ‘product/service’ on the ‘New Purchase’ page. The new added ‘product/service’ will now also appear under ‘Select Product/Service’ on ‘New Purchase’ page as well as ‘New Invoice’.
It is important to remember that under ‘Select Product/Service’ all the different added services will appear that you may want to choose from. One is all those ‘Calendar Services’ with active status and second will be all those ‘New Product/Service’ which you have defined in Product/Service.
System also provides following different type of ‘VAT Rate’ options. You can click and select the required rate from the drop down menu to complete your ‘new invoice’
To generate the new invoice after providing all the details, simply click the save button at the bottom of the page as shows below.
After clicking the save button, system will take you to the following page:
Here you will be able to view the details of the new generated invoice and also have the option to either go back or print the invoice.
To print: simply click on the print button at the bottom of the page.
If you haven’t defined any payment gateway in the system than your client would not be able to make the payment online instead system will display to the clients that ‘No Payment gateway is configured’. As seen below:
Once you have configured and defined the payment gateway -following is the way your ‘Payment’ will look like under Setting Navigation
Once your payment gateway configured in the system than your client would be able to make payments online by clicking on the ‘Pay’ button at the bottom of the page.
You can also set ‘Invoice Notes’ and ‘Footer Notes’ from Invoice Setting which is under setting module in the navigation bar. You then choose the invoice settings from the navigation settings as shown below:
- Navigate to the settings> invoice settings
- Now fill in the following form and click the ‘Save Changes’ button at the bottom of the page.
Once you have saved the ‘notes’ then whenever you generate any Invoice you and the client will be able to see the ‘Invoice Notes’ as highlighted below.
You will be able to see the options for printing as well as going back from the page. If you wish to print the invoice, then click on print at the bottom of the right hand corner.
If you click on the ‘Go Back’ button system will take you to the ‘All Invoice’ page where you can see all Invoices in the system.
You can also add logo into your Invoice
Navigate into Setting > Business information>Business Logo
Now add the logo by clicking on to the Business logo section
Following is the way your business logo will appears in the Invoice