The time has come to get some money! To begin billing customers, you can create an invoice directly or start with a sales order. If you choose to use the sales order, you will need to “Create an Invoice” to make it an official transaction. This is accomplished by clicking on the “Create an Invoice” button on the sales order. Once you have created your invoice, you must print it. This is done by choosing “File” from the main menu, followed by “Print Forms,” and then “Invoices.” Select all of the invoices you wish to print and click “ok.” It is recommended to send your invoice via email in addition to sending through regular mail. To send through email, simply open the invoice and click on the email icon. A pop-up window will appear and you will need to enter the company’s email if it is not already in the company set-up. If it is already set up in the customer profile, there is no need to retype the customer’s email address.
From time to time, you will find it necessary to give your customer a credit. In order to do this, you must create a “Credit Memo.” Under “Customers,” click “Create Credit Memo” and fill in the information required. You may also set up discounts for clients, maybe for ones that pay promptly. This is done in the “Item List” by simply choosing “Discount” and filling in the appropriate information.
Now that you have sent your customer an invoice, they will eventually pay you. When you receive payment, go to “Customers” on the Main Menu and choose “Receive Payments.” You will then enter the name of the customer and the list of invoices will appear in the payment window. You can apply partial or full payment to an invoice. This is accomplished by checking the invoice that is being paid. If the amount is less than the amount owed, you will need to adjust the amount in the payment column. When that is completed, click “Save and Close.” If there is a credit or a discount, you can apply these to any open invoice by clicking on the discounts and credits icon. This will automatically apply the discount/credit to the invoice. You can change the amounts that are to be applied if you desire.
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