116
edits
Invoicing: Difference between revisions
Jump to navigation
Jump to search
no edit summary
(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....") |
No edit summary |
||
| Line 1: | Line 1: | ||
# 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 ' | # 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 | # 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 ' | # Click 'send based on account' to do final review, and select email by which to send. | ||