On the New Invoice screen you can create a new invoice by selecting a client, Company, Office, Tax Template, Payment Metho, Date and Currency. Fields surrounded by blue line are required. The screen is divided into several sections: Header (1), Client Account (2), Company (3), Office (4), Tax Template (5), Payment Method (6), Additional Information (7), Rows (8), Amount (9), Subject and Comment (10).
Within the Header (1) section you have two blue buttons for Confirming or Cancelling the Invoice.
Within the Client (2) section you can select an existing client (Search) or add a new account (Add). This has the information about whom you are invoicing. When the account is selected, optionally you can also select a Recipient and a contract for the sale.
Then you select the Company (3), Office (4), Tax Template (5) and Payment Method (6). This has the information about who is invoicing.
In
the Payment
Method
(6) section you have to select a payment method, the possible options
are Bank,
Cash, Cash on Delivery and
POS.
You can select Date, Payment terms and Currency in the Additional information (7) section. The corresponding number could be a number used by your client’s accounting.
The document number is automatically generated by the system by default. However, you have the option to change this selection and set the number yourself by checking the Manually set Number option.
The date of the invoice is usually the current date but can also be changed with the calendar button. When the invoice is saved, the date and time are saved too, and all automatically generated documents take these date and time.
In
the Rows/Lines
(8) section you can manually add individual items, individual
services or you can import from an XLS file. The system will
calculate the total of your selected items and/or services.
Notice
the available check boxes that allow you to show and hide columns
from the Rows/Lines table:
| Option | Meaning |
| Discount | Allows you to enter a discount if you have permission to work with discounts for this client |
| Total Price | Shows the Total of the Item without Tax |
| Tax | Shows the Tax, based on the price of the Item. |
There are also buttons
at the top right corner of that table that allow you to enlarge it or
to export it to XLS file
You
also have additional buttons for editing or deleting the item, it is
going to be visible only when there are Items in the row
.
The Amount (9) section gives you information about the total amount of the invoice you are creating.
Optionally you can add a subject to your order and/or a comment in the Subject and Comment section (10). The comment is for internal use only (within the system) and will not get printed on any documents.
Press Confirm to finish and save your new invoice.
Press Cancel if you want to leave the screen without saving.