Invoicing: Difference between revisions

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(Created page with "# Log in to Exact. # Go to the Sales module. # Select 'Invoices'. # Click 'New Invoice'. # Choose the customer from the dropdown list. # Enter the invoice date. # Specify the payment terms and due date. # Add the product(s) or service(s) by clicking 'Add Line Item'. # Input the quantity, unit price, and tax rate. # Add any necessary discounts or additional charges. # To add a discount, click the settings area in the invoice menu and enable discounts, save your settings....")
 
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# Log in to Exact.
# Log in to Exact.
# Go to the Sales module.
# Go to the Sales module in the top bar.
# Select 'Invoices'.
# Select 'Invoices'.
# Click 'New Invoice'.
# Click 'Create'.
# Choose the customer from the dropdown list.
# Select the correct journal TODO: get better reference on the page on what to click
# Enter the invoice date.
# Choose the customer from the dropdown list for the 'ordered by' property.
# Specify the payment terms and due date.
# Enter the 'Order date'. The current date is likely fine.
# Specify the payment terms and due date by making sure the 'Payment condition' is properly set.
# Set the reason/description of the invoice in 'Description'. (I.E.: Account deletion feature)
# Add the product(s) or service(s) by clicking 'Add Line Item'.
# Add the product(s) or service(s) by clicking 'Add Line Item'.
# Input the quantity, unit price, and tax rate.
# Input the quantity, unit price, and tax rate.
# Add any necessary discounts or additional charges.
# Add any necessary discounts or additional charges.
# To add a discount, click the settings area in the invoice menu and enable discounts, save your settings.
  # To add a discount, click the settings area in the invoice menu and enable discounts, save your settings.
# Enter the discount value (e.g., 10%).
  # Enter the discount value (e.g., 10%).
# Add a description for the discount (optional).
  # Add a description for the discount (optional).
# Click 'Save' to apply the discount to the invoice.
  # Click 'Save' to apply the discount to the invoice.
# Click 'Save' to generate a draft invoice.
# Click 'Save' to generate a draft invoice.
# Review the invoice for accuracy.
# Review the invoice for accuracy.
# Click 'Approve and Send' to finalize and send the invoice.
# Click 'send based on account' to do final review, and select email by which to send.

Latest revision as of 07:01, 24 April 2024

  1. Log in to Exact.
  2. Go to the Sales module in the top bar.
  3. Select 'Invoices'.
  4. Click 'Create'.
  5. Select the correct journal TODO: get better reference on the page on what to click
  6. Choose the customer from the dropdown list for the 'ordered by' property.
  7. Enter the 'Order date'. The current date is likely fine.
  8. Specify the payment terms and due date by making sure the 'Payment condition' is properly set.
  9. Set the reason/description of the invoice in 'Description'. (I.E.: Account deletion feature)
  10. Add the product(s) or service(s) by clicking 'Add Line Item'.
  11. Input the quantity, unit price, and tax rate.
  12. Add any necessary discounts or additional charges.
 # To add a discount, click the settings area in the invoice menu and enable discounts, save your settings.
 # Enter the discount value (e.g., 10%).
 # Add a description for the discount (optional).
 # Click 'Save' to apply the discount to the invoice.
  1. Click 'Save' to generate a draft invoice.
  2. Review the invoice for accuracy.
  3. Click 'send based on account' to do final review, and select email by which to send.
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