4.1.2: How to Create an Invoice.

Creating an Invoice 

How to create an invoice.

To do this follow the following steps;

Step 1. Click on the specific sales order you wish to create an invoice for in the list of sales orders as shown below.

C:\Users\25470\Desktop\user guide for ucb\sales\Screenshot_7.png

Step 2. On the sale order page that opens up, click on the invoice button as shown below.

C:\Users\25470\Desktop\user guide for ucb\sales\invoice\Screenshot_1.png

Step 3. On the pop-up page that opens up, select the option for invoicing terms as shown below, then click on create invoice and view it as shown below.

C:\Users\25470\Desktop\user guide for ucb\sales\invoice\Screenshot_2.png

Step 4. On the page that opens up, click on edit if there are details you wish to rectify else click on the validate button as shown below.

C:\Users\25470\Desktop\user guide for ucb\sales\invoice\Screenshot_3.png

Step 5. On the invoice page, click on the print button as shown so as to print the invoice or click send & print if your customer prefers to be emailed the invoice as shown below.

C:\Users\25470\Desktop\user guide for ucb\sales\invoice\Screenshot_4.png

The pdf document to be printed will look as shown below. The invoice number is indicated as shown in the document.

C:\Users\25470\Desktop\user guide for ucb\sales\invoice\Screenshot_5.png

Next: How to create a credit note

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