You can create invoices for customers using Express Invoice, using an existing quote, sales order, or by simply creating a new invoice.

To create an invoice, click the Invoice on the main window toolbar.

Create an Invoice from an Existing Quote or Order

In Invoice section of the window in the upper right corner, there is a drop menu labeled Create From. Click it to select an existing quote, order or draft invoice. Select the quote, order, or draft from the window that appears by selecting it in the list and clicking the Select button. The details from the quote, order, or draft will then be filled out in the new invoice for you. You can change any of the information necessary to update the invoice. When you are finished, see Completing the Invoice below.

Create a New Invoice

Enter the Customer Details

You can either select an existing customer's name from the drop down menu, which will fill out their saved details (such as shipping information) for you, or you can enter a new customer's name and address into the fields.

Enter Invoice Details

In the upper right, you can specify the date the invoice was created, and the salesperson. In the bottom of this window, you can enter any notes that pertain to the invoice being created.

Enter Item Information

Click anywhere inside the item list area to add a new item listing to the invoice. If you have preexisting items, either type or select the item number from the Item column, or select the product from the Description column drop-menu. Adjust the quantity in the Quantity column, and the line total will automatically be updated for you.

If the item you are entering has not been added to the system already, you can type the item details into the item list, and Express Invoice will save the new item information when you are done filling out the invoice.

Completing the Invoice

You have several options once you are finished filling out the details of the invoice. You can either save the invoice as a draft, or record the invoice in the system. To save or record, select one of the options from the Record drop-menu at the bottom of the window:

When recurring invoices are due to be sent, Express Invoice will first confirm that the invoice is to be sent, then will automatically send it using the method last used (i.e., print, email, fax).

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