Creating an Invoice

 
Start by clicking on the Sales button on the navigation bar:


 
This will take you to the Invoices page. Here you can view past invoices as well as create new ones:


 
To create a new invoice, click the New Invoice button at the top right corner of the page:


 
The Add Invoice window will appear. You must choose the invoice type, the customer associated with the invoice, and the invoice date. Once you are ready to create the invoice, click the Save button on the bottom right corner of the window.

TIP: In order to select Spa Escape, Image Party, or Fair/Trade Show as your invoice type, you must have an event entered into your Datebook. All events from the Datebook will appear in the Booking drop-down box. If your invoice is not event-specific, Reorder can be used as your invoice type. 

TIP: All ConsultantOffice reports are driven by date, so be sure to enter the correct date of sale when creating an invoice.



 
The invoice is now created and ready to have the purchased items added to it. To add an item to your invoice, begin typing a keyword or item number in the product field, or press the Browse button.

TIP: When performing a keyword or item search for a product, the on-hand amount will display in the last column on the right. A positive on-hand quantity may help narrow down your search to ensure you are choosing the correct product.



 
Once the desired items have been added to the invoice, click the Save button at the top right hand side of the invoice. Once the invoice is saved, the invoice status will change from Draft to Active. All sales from an Active invoice are included in reports, however the products will not be removed from inventory until you update their delivery status. For more information about closing an invoice, see Completing an Invoice.


  
Your active invoice is now saved. The buttons along the top of the page allow you to easily make edits to or send your invoice to your customers.

Article ID: 53, Created On: 12/15/2011, Modified: 1/4/2012