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Invoicing
Write
and manage your invoices with invoiceit!5
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The main invoice screen
is the place to write,
view, print or e-mail your invoices, make pricelists and catalogs, enter
invoice receipts, make invoices by job and
more.
Features include Packing
Note, Receipt, shipping address and shipping label. You can record the
source of the sale in a customizable list to keep track of your
promotions, assign a sales person to the invoice to keep track of sales
performance and select the shipping method and shipping address if you
use this.
Reports include an array of information about sales, invoices, debtors,
statements and much more. Maintain internal notes for every
invoice.
For seriously fast data entry, use the Template button. This
allows you to copy the content of any invoice to a new one. Imagine
doing an invoice of 20 line items with just a couple of clicks.
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There are several ways to add
items to
the Invoice.
Simply type what you want
Use the pick list
From the 'code' dropdown on start of each line
Shown at left is the Pick list. Use the yellow fields at top to quickly find
any item, or select a group in the left column, then click on
the item you want to add at right - it's done. You can
change the description, quantity or unit price, if the list price is not
applicable for this customer. Or set up to five different price levels
to auto-assign prices by customer.
You can also add unlimited plain text - this allows you to fully explain
your charges.
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To enter receipts
for this invoice, click on the button 'Enter Paymt.' at left. A second
receipt entry is in the Accounts Menu, which let's you enter receipts
without having to first find the invoice.
The methods of payment ('paid by') can be customized by you. Reports are
available that summarize receipts by method of payment for a selected
time period.
The entries you make here are automatically posted to the Accounts, with
any taxes already posted in their separate ledgers. It also updates your
debtors' ledger.
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If your trading conditions provide this,
you can add interest to overdue invoices
using this screen. Set the percentage and number of days when an invoice
is overdue on Setup, where you can also enter your trading
conditions that can appear on invoices automatically or on demand.
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With invoiceit it is easy to edit
taxes. By default taxes are applied at the rate set for each
product/service, if the client is taxable. Sometimes these rules don't
apply and you have total flexibility to apply taxes and edit them before
you print the invoice, even on a line-by-line basis.
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Are you making a profit on your sales?
Click the profit button and find out.
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