Sales
To create an Invoice
Note: Before you start, make sure that the “Sales” App is activated on your Daftra account.
- Click on “Sales” from the main menu.
- Click on “Create Invoice”.
- Select the desired invoice design from the dropdown “Invoice Layout”.
- Note: Your account must have additional invoice designs.
- Enter the invoice details as needed.
- Select from the dropdown the method of saving the client’s invoice, either “Send via Email” or “Print (Offline)”.
- Note: The nature of the “Save” button at the top of the page will change based on this choice, to either “Save & Print” or “Save & Send Email”
- Client: Select the client for the invoice from the registered clients list.
- You can click the “New” button to quickly add a client to your account without detailed data.
- Select the invoice items by choosing a product or service registered in the account, with the option to search by name or code.
- For more details, refer to the guide.
- Add the unit selling price for the item and enter the required quantity.
- Select the tax for each item in the invoice. You can modify the tax name and rate by clicking on the “Tax Settings” button.
- Note: By default, the program supports the “Value Added Tax (VAT)”, applied at the rate specified for the account’s nationality or country.
- If the invoice is paid, click on the “Already Paid” checkbox at the bottom of the page, then select the payment method for the client.
- In case the client has paid in different payment methods, you can enable it by following these steps:
- Tick the “Already Paid” box.
- In the “Payment Method” field, select “Multiple”.
- Click on the “Add” button to add a new row from which you can select another payment method.
- In case the client has paid in different payment methods, you can enable it by following these steps:
- Click on the “Preview” button to review the invoice before saving.
- Within the preview page, you can click on “Edit” to return to the invoice creation page or click on the “Save & Send Email” button to confirm and save the invoice.
- Click on the “Save & Send Email” button to finalize the invoice and save it in the system.
- Note: You can change the invoice saving action by clicking the arrow on the right and selecting either “Save & Send Email” or “Save & Don’t Email”.