Add New Invoice | Create Invoice

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  1. Click Sales menu located on the sidebar menu (left-hand side of the screen).
    You can also use a shortcut menu. Just click + symbol under the Invoices shortcut and go to step 4 of this guide.
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  2. Click Invoices option.
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  3. Click Create New Invoice button.
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  4. Fill in Customer and Vehicle fields.
    Optionally, you can provide current Mileage, MOT No and Authorization No.
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  5. Optional Invoice Settings: Set Invoice Date (current date by default), and Due Date.
    When Due Date is set, the system will automatically send due and overdue notices to Customers.

    Note: You can set default number of days when Invoice should get marked as Overdue – just follow this guide: Set default Due After for Invoices.
    To set up when system should send Due and Overdue notices, please follow this guides: Set Up Automatic Invoice Due Notices, Set Up Automatic Invoice Overdue Notices.

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  6. Optional Additional Settings: Select Allowed Payment Modes, select Sale Agent, create recurring invoice, add notes and tags.
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  7. Add Invoice lines/items.
    1. You can use Add Item dropdown with pre-defined list of items. Name, Description, Rate and TAX/VAT will get automatically filled in.
      Click on Add Item dropdown, select an item from the list and click 23 Create New Invoice 2 9 Add button.
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      Note: If you need to add new Items to the system (Add Item dropdown list), please follow this guide: Add New Item

    2. Manually Enter invoice items.
      Enter Item Name, Description, Qty, Rate and select TAX/VAT. Click 23 Create New Invoice 2 9 Add button.
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  8. Invoice Items will get added to the list.
    You can still update each line (e.g. quantities, descriptions, rates, tax/vat), re-order item lines (Reorder Items on Invoice), or delete a line by clicking 23 Create New Invoice 3 9
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  9. Optional: Invoice Discount and Adjustment.
    You can set Invoice Discount (percentage or fixed amount) that can be applied before or after tax/vat.
    You can make additional adjustment. Adjustment can also be a negative numbers (e.g -5).
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  10. Optional: Client Notes & Terms.
    You can enter additional information to Client Note field and provide some additional Terms & Conditions.
    Both fields will be visible at the bottom of the Invoice (PDF and online document).
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    Note: Learn how to Add pre-defined Invoice Notes and Terms. Just follow these guides: Add Invoice Note, Add Invoice Terms.

  11. Click SAVE button to add invoice to the system.
    You can click on the small triangle next to ‘SAVE’ button for more options:
    – Save & Send – save and send invoice email to customer
    – Save & Send Later – save and schedule invoice email to customer
    – Save & Record Payment – save invoice and go to record payment screen
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