Invoices

Invoices page is located under Incomes > Invoices menu. On this page you can see all invoices, search/filter for any, create a new one, edit the current ones and delete them.

The following fields are displayed:

  • Number: The number assigned to the invoice.
  • Customer: Who will pay the invoice.
  • Amount: Amount of the invoice.
  • Invoice Date: Date when the invoice is issued.
  • Due Date: Date when the invoice is due to be paid.
  • Status: The status of the invoice.
  • Actions: You can use this button to show, edit, duplicate, and delete the invoice.

invoices list

New Invoice

The following fields are displayed as blank to be filled, some are required and some not. Those marked with red star are required.

  • Customer: Who will pay the invoice.
  • Currency: Currency used.
  • Invoice Date: Date when the invoice is issued.
  • Due Date: Date when the invoice is due to be paid.
  • Invoice Number: The number assigned to the invoice.
  • Order Number: A number assigned to an order for that invoice.
  • Items: The list of all items that can be assigned to that invoice. You can add multiple items.
    • Actions: There are 2 (two) actions; Add and Delete.
    • Name: The name of item. It will populate records from Items page after you start typing their name. It can also be a custom item.
    • Quantity: Default is 1.
    • Price: The sale price of item. It will bring it automatically but you have the opportunity to change it if you want.
    • Tax: The list of applicable Tax Rates. You can add new taxes or change the rate of tax from "Settings > Tax Rates page".
    • Total: It will calculate automatically the total price of item according the quantity and tax. It is not an editable field.
    • Subtotal: The total prices of items without taxes.
    • Tax: The total price of taxes.
    • Total: The final amount of invoice, including everything.
  • Notes: You can add a custom note to the invoice.
  • Attachment: You can attach file related to the invoice.

invoice

Show Invoice

The following image shows the details page of an invoice:

invoice show

Actions

From the left bottom buttons, you can edit, print, delete, add payment, send invoice via email and apply a lot more actions.

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