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What is the Invoicing screen?
If you only need to send out invoices a few times throughout the year for grazing, selling feed etc, the Invoicing screen helps you to create professional looking invoices and track the corresponding payments.
What are the benefits?
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Once you have created an invoice, it is held in your database – No more carbon copies!
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Record multiple lines in each invoice, capturing information such as quantities, and notes on each service provided
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Include a marketing message or payment terms
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Include a remittance slip for cheque payments
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Mark invoices a paid or partially paid to keep track of outstanding invoices
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Display your bank account number for direct credit payment
How do I create an invoice?
Before you can create an invoice there are two things you need to check or set up in your database:
Invoice Layout
Make sure you've entered the following information into Setup - Business. This will appear on all invoices.
- Business name and address
- GST number
Then move into the Invoicing Tab, to set what is included in your invoices.
The Invoicing tab
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Use the invoice note to display a marketing message or payment terms.
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This option displays your bank account number for direct credit payments. Make sure you’ve recorded your bank account number in Setup – Bank Accounts.
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The GST mode for invoicing determines whether the price per invoice line is exclusive or inclusive of GST.
NOTE: The GST Mode in Setup – Business is used for the Cashflow screen and reports. Use the invoicing tab to set the GST mode on your invoices. -
Add the option of paying by cheque by including a remittance slip.
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Use Show Multiplier if you want to create a grazing invoice. It allows you to calculate the number of stock and length of grazing by the price per day/week. If you need to calculate the price to within three decimal places, tick the box corresponding box in the invoice entry section.
MORE TO COME
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