BBS Knowledge Base

Invoice

Alice Koh

Last Update 8 maanden geleden

What is Invoice?

An invoice is a formal document issued by a seller to a buyer that details the goods or services provided and requests payment. It serves several purposes.

Invoice will indicate all the sales transaction that could be make for user.

New invoice

1. Click on New Invoice.

Sales > Invoice > New Invoice

New Invoice in Invoice

2. Enter the invoice details. E.g. General Info, Customer Info and etc. Info with asterisks (*) must be filled in such as Currency Code, Rev, Invoice Date and Sales Person.

Note: In Customer Info, you may go to Data and select New Customer (Customer Maintenance) in order to add a new customer or select existing customer. Otherwise, you can just click on the Add button.

Fill in Invoice Details

3. Insert new customer details by clicking Add button. Once completed, click on Save and the data is recorded.

Save Customer Details

4. Click on Item Details in order to add items to the invoice.

Item Details

5. Search the items that has been created by user on the search bar.

Search bar

6. When the item is selected, user will still able to edit the item details such as item name, quantity, price, discount and tax code. Once completed, click on Save and the data is recorded.

Save Item Details

7. The selected items will be listed on the page. Also, there will be a total amount by adding all the items and showing at the bottom.

Note: User was still able to edit or delete the selected items.

Amount of Selected Items

8. Click on Save if the details have been filled in completely.

Save Item Info

9. Click OK on the confirmation.

Confirmation

10. Record saved.

Record is Saved

Invoice List

1. Click on Invoice List.

Sales > Invoice > Invoice List

Invoice List in Invoice

2. User may click on View to check or edit the invoice. Also, user can choose the invoice date range to view the invoice.

Note: User can click on New button to create a new invoice. Otherwise, user has to go to Sales and select New Invoice (Invoice).

View on Invoice

3. There are involved 4 buttons as Print, New, Delete and Edit when you click on View.

If user want to create new invoice, you may click on New instantly. Besides, you may click on Edit in order to make change on details. Furthermore, you can delete the invoice by clicking Delete button.

*Note: Users have to delete the PO first before deleting invoices.

There are 2 sub modules in Print, Download File and View.

User can download the invoice by clicking Download File or click on View to check the invoice template.

4. Invoice template.

5. Moreover, user can check the item details that has been added.

Add Item Details in Invoice

6. In Payment, user can add a new payment to this invoice.

Add New Payment

7. Fill in the payment details and click Save in order to record. After that, the record will be listed inside payment.

Save Payment Details

8. In Attachment, user can click on Browse to choose images and save in this invoice.

Attachment

Invoice Payment

1. Click on Invoice Payment.

Sales > Invoice > Invoice Payment

Invoice Payment in Invoice

2. You may download the existing invoice payment via PDF.

Also, you can delete the invoice payment by pressing Delete.

Download Invoice Payment

3. You can also search the invoice payment within the search bar. E.g. invoice payment no, invoice payment date and etc.

Search Bar

4. If you want to make a new invoice payment, click on New on top.

Create New Invoice Payment

5. Select the customer and the system will show you the invoices automatically.

Payment Details

6. Once the details are filled in, you may click on Save. And the record is added.

Tool

Sub Modules in Tool

There is a total of FIVE (5) different settings available in the ‘Tool’ section, namely Invoice Setting, Purchase Setting, Quotation Setting, Payment Voucher Setting and, Sales Order Setting. This is where changes can be made to the default settings of all the transactions involved in the business.

Invoice Setting

Tool > Invoice Setting

Invoice Setting contains general settings which are Currency, Payment Term, Note, Tax Rate (%), Item Tax Text, Tax Inclusive, and Invoice Template. There is also an account setting that contains Invoice Transaction, Credit Note Transaction, Tax and Payment Receive.

Report

Every report will have the filter criteria to filter out the record that needed, please refer the following screen on the filter part.