Sales
Advanced Options include
- Discount and Deposit
- Shipping Details
- Attaching Documents
- Automatic Reminders
- Terms and Conditions
Managing advanced options while issuing an invoice
- Select “Sales” from the navigation menu.
- Click “Create Invoice“.
- Input the invoice additional advanced options by switching between the tabs as needed.
- Discount and Deposit:
- Discount: Input a discount to be set on the total invoice amount using the drop-down menu to select from “Percentage” or “Amount“.
- Deposit: Input a deposit in case there is a down-payment paid by the client and select from “Percentage” or “Amount“.
- Check the “Already Paid” checkbox in case the client has already paid the deposit.
- Payment Method: Input the deposit payment method using the drop-down menu.
- To edit the activated payment gateways, please refer to the tutorial “Managing Payment Options“.
- Reference No.: Add the payment reference number.
- Treasury: Select the treasury where the payment has been received using the drop-down menu.
- Payment Method: Input the deposit payment method using the drop-down menu.
- Check the “Already Paid” checkbox in case the client has already paid the deposit.
- For more information, please refer to the tutorial “Discounts, down payments & deposits“.
- Shipping Details: Fill in the shipping details in case there is a shipment of products.
- For more information, please follow the detailed tutorial “Shipping Options in Invoices“.
- Attach Documents: Upload a new document by browsing your device or drag and drop the file to attach it, or attach a previously uploaded document using the drop-down menu.
- Automatic Reminders: Select from previously set reminders or click the button “Add a new Reminder“.
- Time to Send: Select the time to send the reminder to the client as required using the drop-down menu and input the number of days.
- Email Template: Select the email template you wish to send to the client based on the selected time.
- Terms & Conditions: Select the terms and conditions using the drop-down menu of pre-set terms and conditions.
- To add your invoice terms & conditions for the first time, please refer to the detailed tutorial “Invoice Terms & Conditions”.
- Discount and Deposit:
- Proceed with invoice creation and save your invoice.