Invoicing From A Warehouse

You need to install the Inventory App for the Warehouse feature.

If you have multiple Warehouses, you can generate invoices that are linked to a specific warehouse. Before generating an invoice, ensure that the item you wish to invoice has the “Track Inventory” option enabled.

To Enable Track Inventory:

• From the Dashboard, Click on Inventory and Select Items
• Click New Item button located at the top right corner of your screen.
• Select the type of item you are adding – either Product or Service.

• Fill in the necessary details for the Product/Service:
  • Name
  • Picture (if applicable)
  • Category
  • Description
• In the Billing section, tick the boxes for Sale Information and Purchase Information to enter the respective prices.
• Define the Income Account, Expense Account, and Tax, if applicable.
• In the Inventory section, check the “Track Inventory” box.
• Fill in the following fields:
  • SKU (Stock Keeping Unit)
  • Unit
  • Generate a Barcode if necessary
• Select a Warehouse for the Item and enter the Opening Stock and Reorder level numbers (You can add the item to all listed warehouses.)
• Then, Save.

By following these steps, you can successfully enable inventory tracking for your items. If you have any questions or need further assistance, please reach out for support.

Invoicing A Warehouse

• Click Sales on the Navigation Menu and select Invoice from the dropdown menu.
• Click New Invoice

• Enter Billing Information–Customer, Invoice Date, Invoice Number, Due Date, and Order. Check out the details you should have in an invoice.
• Click “Add an Item”: Search for and select the items you wish to include in the invoice.
• Click “Edit Warehouse” and select the warehouse you want to invoice.
• Then, Save or Send.

Ensure that you have the correct warehouse selected to streamline inventory and invoicing processes.

To See A List of Invoices Associated with a Warehouse:

• On the Warehouses dashboard, select a Warehouse
• Click History and Scroll Down to the Histories section
• You can view all invoices associated with the warehouse.