New Invoice
Creating a new invoice
- Select Invoices in the Manage Bar.
- Click the Add button in the Bottom Bar.
- Enter the following details:
- Invoice ID: If you have entered the first invoice number in Bill Engine > Preferences > General, all subsequent invoices will be numbered automatically.
- Purchase Order: Number of the purchase order received from the client.
- Client: Start typing on the field to choose one of the existing clients from the list or enter a new one. If you create a new client, he/she will be added to the Clients list.
- Status: The default status at this stage is Draft. The status will change to Sent and later to Paid after you have chosen to send the invoice and add the payment. However, you can also set the status manually.
- Date: Select the date that you want your invoice to be sent or leave the default.
- Due Date.
- Add items from your Inventory:
- Start typing on the SKU field to choose the stock-keeping unit (SKU). All other cells will be filled in automatically. Alternatively, you can enter the Units/Hours, Description, Rate, and Tax manually by typing in the appropriate fields.
- After the above-mentioned records are entered, the values of Subtotal, Tax, and Total are computed and displayed automatically.
- If you are giving your client a discount, enter the discount percentage or amount in the appropriate field.
- If there is some additional tax, enter the percentage in the Tax2 field.
- If required, enter a comment.
- After you click the Back button, the entry will appear in the Invoices list.
Creating an invoice for a project
- Select the appropriate project in the Manage Bar.
- If you wish to create an invoice for all items of the project, click the Invoice button in the Bottom Bar and select From All.
- If you wish to use only a few items of the project, select the relevant ones, click the Invoice button in the Bottom Bar, and choose From Selected.
- If required, edit details of the listed items, taxes, and discounts.
Deleting a project
- Select Clients in the Manage Bar.
- Select "+ Invoice" in an appropriate client entry.
- Add items from your Inventory.