How to create an invoice

Creating invoices is a fundamental aspect of business operations. Devinstock's invoicing feature simplifies this operation making billing and accounting processes smooth. Follow these steps to efficiently generate invoices and ensure accurate billing for products or services .

Start by accessing your Devinstock account and navigating to the Sales module and invoices.

Initiating a New Invoice

Click on new invoice option to initiate the creation process.

• Select the customer or lead to proceed, you can also search on existing customers and attach it :
• Alternatively, you can add a new customer by typing 'add new account' and provide its essential details such as name (mandatory), email, and mobile number.
• Generate a new reference or add one manually.
• Assign the invoice to the responsible team member.
• Include essential dates such as the issue date, delivery date, and due date for clarity and accountability.

Here's how the data might appear:

Invoice description

Provide a clear subject and description for the invoice to convey its purpose effectively. Utilize the text editor to enhance the description if necessary.

Product/service row

Add products or services to the invoice by searching for them in the database or adding custom lines as required. Detail each item with a designation or description, unit price (excluding taxes), quantity, and unit of measurement. Apply any applicable discounts, specifying whether they are percentage-based or fixed value discounts.

Include payment options

Currency and Exchange Rate:Specify the selling currency and set the corresponding exchange rate if applicable.

Order-Level Discounts:Optionally, apply discounts for the entire delivery if needed.

Payment Terms:Incorporate payment terms to outline the method of payment collection.

Additional Notes:Include any supplementary notes or special instructions relevant to the delivery to provide clarity to the recipient.

Once the data is correct, and all the necessary information has been inputted accurately, you can proceed to save the invoice document. After saving the document, you can then navigate to its respective page to display it.

By following these steps, you can efficiently create a comprehensive sales order invoice, ensuring accurate order fulfillment products/services details, pricing, and any applied details.