Invoices

Posted on by Kim Hvidkjaer

An invoice, or a bill, is a non negotiable itemized statement issued for the Products and Services rendered to the customer. It usually contains the Products or Services details, Prices and Taxes, Dates, Parties involved, Address information, Terms and Discounts, and payment methods.


Creating an Invoice individually

You can easily create an Invoice by entering information in the fields provided.

Follow few simple steps to create an Invoice

  1. Click All drop-down
  2. Click Invoice
  3. In the list view of Invoices module, click Add Invoice
  4. Provide necessary information the fields, and click Save


Creating Invoice from a Quote

After the Quote is approved, you can create an Invoice record out of it. Automatically, the information in Quote record is transferred to Invoice record.

Follow few simple steps to create an Invoice from Quote record

  1. Click All drop-down
  2. Click Quotes
  3. In the list view of Quotes module, click on desired quote record
  4. In the detail view of that quote record, click More drop-down and click Generate Invoice
  5. Modify details, if necessary, and click Save


Creating Invoice from a Sales Order

After the Sales Order is successfully created, you can create an Invoice record out of it. Automatically, the information in Sales Order record is transferred to Invoice record.

Follow few simple steps to create an Invoice from Sales Order record

  1. Click All drop-down
  2. Click Sales Order
  3. In the list view of Sales Orders module, click on desired sales order record
  4. In the detail view of that sales order record, click More drop-down and click Create Invoice
  5. Modify details, if necessary, and click Save


Creating Invoice from an Opportunity

After winning a deal, you can create an Invoice record out of an opportunity record. Automatically, the information in Opportunity record is transferred to Invoice record.

Follow few simple steps to create an Invoice from Sales Order record

  1. Click All drop-down
  2. Click Opportunities
  3. In the list view of Opportunities module, click on desired opportunity record
  4. In the detail view of that opportunity record, click More drop-down and click Create Invoice
  5. Modify details, if necessary, and click Save


Operations you can perform in list view of Invoices module

List view of the Invoices module enables you to perform mass actions like editing, deleting and filtering records in bulk. In addition, you can also edit fields, workflows and picklist values.

Follow few simple steps to manage operations in the list view of Invoices module

  1. Click All drop-down
  2. Click Invoices
  3. Click on checkboxes of desired Invoice records beforehand performing edit and delete operations
  4. Click Actions > Edit to modify invoice record(s) in bulk
  5. Click Actions > Delete to delete invoice record(s) in bulk
  6. Click All Invoices dropdown > Create New Filter to create a new view and sort desired records in one bucket
  7. Click WrenchIcon.png wrench icon > Edit Fields to configure fields through Layout Editor
  8. Click WrenchIcon.png wrench icon > Edit Workflows to set up workflows through Workflows
  9. Click WrenchIcon.png wrench icon > Edit Picklist Fields to configure picklist fields through Picklist Editor


Operations you can perform in detail view of Invoice record

Detail view of Invoice record enables you to perform actions like editing, deleting, cloning, exporting the existing record in PDF format, etc

Follow few simple steps to manage operations in detail view of Invoices module

  1. Click All drop-down
  2. Click Invoices
  3. Click on desired invoice record
  4. Click Edit to modify field information
  5. Click More > Delete to delete the invoice record
  6. Click More > Duplicate to clone an invoice record
  7. Click More > Export to PDF to export the invoice record in the default PDF format offered by Simply CRM
  8. Click More > Export to PDF to export the invoice record in the default PDF format and export to selected recipients
  9. Click on Export button below PDF Maker drop-down on the left to export customized invoice records
  10. Click Tag Cloud drop-down on the left to tag current invoice record. More details


Item Details block

Item Details block in the Invoices module gives you the flexibility to add Products/Services, manage different prices through Price Books, and offer discounts.

Follow few simple steps to manage operations in the Item Details block

  1. Click All drop-down
  2. Click Invoices
  3. In the create view or edit view of the existing invoice record, you can locate the Item Details block
  4. The operations you can manage in the Item Details block are depicted in the diagram below

ItemDetailsBlock.png

Helpful links : Tax Mode, Price Books, Products, Services

Also view Recurring Invoice

Associating Invoice with other records

This will display all-round view of the relations of Invoice module with other modules and maintains a log of complete history.

Updates To track all modifications done on Invoice record
Activities To schedule a task
Documents To associate documents with current invoice record
Assets To associate assets with current invoice record
Payments To accept incoming payments online. You can view all payments done on current invoice record

Notes!
If you generate an Invoice on a product, the stock units will be reduced and values will be updated in the Quantity in the Stock field of that product record