Step 1: Click on the “Sales” button from the navigation bar
Step 2: Click on the “New Invoice” button
Step 3: Select Invoice Type, Customer and Invoice Date.
When satisfied, click the “Save” button to continue.
Step 4: Simply start typing the product name or number to add it to the sales ticket. The best
matches will start to appear directly below the input field, you don’t need to click “Browse.” When you see the one you want, click on it to add it to the invoice.
Step 5: Once you have completed adding products, discounts and options to the invoice
click the “Save” button to record the invoice. Or if you need to scrap it, click the “Trash”
button to delete the invoice.
Congratulations! You’ve just finished creating an invoice.
Optional actions on an invoice
Optional: To change the quantity click the tab
key and the box you are active on will highlight in yellow. Type in the new quantity.
Optional: To add a line item discount, tab over to the discount field. It will highlight in yellow when
active. Type the dollar amount discount you’d like to give. You can enter a % discount by simply
changing the $ symbol to a % symbol. Once you click elsewhere on the screen, the discount
will be applied to the line item.
Optional: You have three other alternative ways to add products to the invoice. Click the “Browse”
button from a new invoice line. This will present a pop-up box with 3 options to find products.
You can click on “Recently Purchased” to see view and add products the customer has recently bought.
Click the “Search” tab to search the product catalog by name or product number. Click the “Browse” tab
to search the product catalog by catalog and category. In all cases, simply click the “green +” symbol to
add the product(s) to the invoice.
Optional: If you’d like to add a message for your customer, just type it in the “Notes visible to customer”.
A permanent message can be defined in the invoice area of “Settings”.
Optional: If you’d prefer to give a total invoice discount, you can do this by entering a discount amount
in the “Invoice Discount” box in the Options section of the invoice. As with the line item discount, you can
toggle between $ or % discount. You also have the options to tax after discount, tax shipping and mark items
delivered. * You can set default options under the invoice area of “Settings”.
Optional: If you’d like to change the date of the invoice, set a follow-up date or change the invoice type,
you can do so from this area at anytime.
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