Sales Invoicing Overview

There are a number of steps to follow when creating and managing a sales invoice. This help article is designed to give you an overview of the process.

1. Create a sales invoice via the Transactions menu > Sales > Sales Invoice tab - this will allow you to create a multiline invoice. 
2. Send your invoice to the customer via email or PDF.
3. Manage your sales invoice via the Transactions menu > Sales, the typical steps are as follows:-
   • Receive payment via the Action menu (this will turn the invoice from an unpaid sales invoice to an income transaction)
   • Issue receipt to customer via the Action menu
4. Reconcile payment when you get your next bank statement.

That's it!

Other items to consider

1. Cancelling and credit noting an invoice - this can be done via the Action menu for an invoice, it will assign credit to the customer.
2. Write off debt on part-paid amounts - this can be done via the Action menu for an invoice, it will update the customer record to remove debt and record written-off debt in a separate report. The option will only show 6 months AFTER the SI is posted.
3. Issuing a refund to a customer - This is accessed via the Transactions > Sales > Refund/Overpayment tab - you can filter and select customers with just credits to do this.
4. Record an overpayment - This is accessed via the Transactions > Sales > Refund/Overpayment tab - you can record an overpayment from a customer and add this as a credit to their account.
5. Catalogue items - you can add school items to your catalogue so that they can be used when creating a school invoice e.g. Hall her per hour. Catalogues are accessed via the Records menu > Catalogues.
   
   

Useful Links

Search and Process Sales Invoices

Creating a Sales Invoice

Managing refunds and overpayments

Catalogues