The following options are available in the Invoices and credits module.
Create invoices for goods or services sold.
Create credit notes for products or services sold.
Edit the currently selected invoice, credit, or quote. There are restrictions once you update to the ledgers.
Create a new item based on the currently selected item. This option activates only when you select an item.
Create a new quotation based on the item you've selected. For example, you can duplicate an invoice as a quote.
Create a new sales order based on the item you've selected. For example, you can duplicate an invoice as a sales order.
If you regularly invoice your customers, you can save time by memorising an invoice to reuse it.
Commit invoices to your accounts so that values post to the appropriate records.
Use this option to generate credit notes based on the content of existing invoices. You can also use this for invoices that you have already updated to the ledgers.
You can use Quick Print to print invoices, quotations, and orders with just one click.
Before using this option:
To print an invoice, select it from the list, then click Print. You can choose from a range of layouts or create your own to suit your business needs.
You can configure the Email option to send your documents by email in one click.
To help you with your despatch process, you can quickly print address and product labels from your invoices.
Use this option to open your Invoices and credits reports folders. This includes invoice detail reports, profit reports, and sales analysis reports.