How to Raise Invoice
Michael Nwuzor
Last Update bir yıl önce
To raise a new invoice for a customer, follow the steps below:
- Navigate to Invoices:
From the main menu on your dashboard, click on "Invoices".
- From the drop-down list on "Invoices":
Click on "Raise Invoice".
- Select Customer Phone Number:
From the drop-down list of added customer's phone number, choose
the appropriate customer phone number.
- Call Up Customer:
Click the "Call Up Customer" button. This action retrieves the customer's
information and displays it for invoice processing.
Steps to Use the Raise Invoice Page
1. Enter Customer Information:
- Customer Name: From the already selected customer phone number.
- Customer Phone Number: Already selected contact number.
2. Invoice Information:
- Invoice Number: This is automatically generated by the system.
- Invoice Date: Select the date the invoice is being created.
- Payment Date: Choose the expected or agreed payment date.
3. Add Invoice Items:
- Description: Write a brief description of the product or service provided.
- Cost: Enter the unit price.
- Quantity: Input the number of items or service units.
- Total: The system calculates this automatically(Cost * Quantity).
- Click "Add Row" to include multiple products or services in one invoice.
4. Additional Options:
- Terms and Conditions: Provide any custom terms for the transaction, such as payment policies or warranty information.
- Add Tax: Specify tax percentage or amount to be added to the total.
- Add Discount Amount: Apply any applicable discount to the invoice.
5. Finalize the Invoice:
- Review all entries carefully.
- Choose to Print as PDF for physical records or Save to System to keep it in your records.
Tip for Best Experience Using the Invoice Feature
For best use of the invoice feature, we recommend using a laptop or desktop for full visibility and easier navigation. If you are using a mobile device, it's best to switch to landscape mode(horizontal view) to see all invoice fields clearly and work more comfortably.