Choose the Customer from the pull down list, or enter a new customer by typing in the field.
Choose to create the invoice from a quote, order, or draft invoice, or leave it blank if you are not generating an invoice from an existing quote. Then choose the quote, order, or draft number. The item list will not be editable on an invoice created from an order.
Type in the order number to link this invoice to a particular order, or leave it blank. This field is populated automatically when you choose the "Create From" option above.
Type in the invoice date or select a date by clicking the calendar
The payment terms are used to calculate the payment due date.
Enter the number of days provided to the payer within which payment must be issued to the payee. This field is enabled when you choose the "Pay in Days" option as the payment term, above.
Select the shipping method from the drop-menu, or enter a new shipping method. The Ship By detail will be printed on the invoice for customer reference. Leave this blank if not required.
Enter any shipping costs that should be added to the order, such as shipping and handling.
If a tax should be applied to the Shipping Costs field, select the appropriate tax rate from the drop menu. Tax rates must be set up on the Options ~ Tax tab before they will be available here.
Tracking Ref No.
The tracking reference number refers to the shipping method, and is printed on the invoice for customer reference. Leave this blank if not required.
Customer PO No.
The customer purchase order number is printed on the invoice and on the statements for customer reference. Leave this blank if not required.
Enter the salesperson for this invoice.
Select the special sales tax exempt option if this is a customer who is sales-tax exempt (a foreign customer, for example).
Enter the address the invoice should be sent to.
Enter the address the products should be sent to. Leave this blank if this is not required.
These notes are printed on the bottom of the invoice.
These are notes for internal use only - they are not printed on the invoice.
This is the list of items on the invoice. Click Add Item to add a new item, or edit and delete existing items. If the invoice is created from an order, the items will not be editable.
Add Flat Discount
Click on this button to add a flat amount as a discount to the entire invoice.
Add Percentage Discount
Click on this button to add a percentage-based discount to the entire invoice.
Add Discount per Item
Click on this button to enable the discount column for each item on the invoice. Line item discounts must be entered as a percentage.
This is the total without the tax calculations.
This is the sales tax and total display. If you think the sales tax calculation is wrong, please see the Tax tab of Options to configure sales tax rates.
Record and Pay (if available)
Click on this button to Record the invoice along with payment for the invoice.
Save as Draft (if available)
Click on this button to save the invoice as a draft.
Save as Recurring
Click on this button to save the invoice and set it as a recurring invoice.
Record and Print
Click on this button to Record the invoice and print a copy.
Record and Email
Click on this button to Record the invoice and email a copy to the customer.
Click on this button to Record the invoice.
Change the name of customer 'Old' to 'New'
Updates the 'Old' customer name to 'New'. (Desktop version only)
Create a new customer 'New' leave 'Old' as it is
Automatically creates a 'New' customer. (if available)
Don't save customer information and continue editing. (if available)