Invoicing
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- Log in to Exact.
- Go to the Sales module in the top bar.
- Select 'Invoices'.
- Click 'Create'.
- Select the correct journal TODO: get better reference on the page on what to click
- Choose the customer from the dropdown list for the 'ordered by' property.
- 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'.
- 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. # Enter the discount value (e.g., 10%). # Add a description for the discount (optional). # Click 'Save' to apply the discount to the invoice.
- Click 'Save' to generate a draft invoice.
- Review the invoice for accuracy.
- Click 'send based on account' to do final review, and select email by which to send.
Notes
If you are missing columns for items (such as 'Description') you can add them by clicking the 'triple dot' button in the top right and selecting customize. Finally, check the checkbox for the columns you want to have.