Create an Invoice

To create a new invoice within Yoursminc, select from the Invoices menu - Create new Invoice.

Directly a window will open in which you can select your customer's details.

After you have selected the customer details and possibly a specific Invoice Layout, press [Select Contact].

A page will then be shown with the layout of the invoice as it will look.

Now add the desired invoice lines. A description, a quantity, price and the VAT rate to be used must be entered for each line. The VAT amount will be calculated automatically. After you are sure that the invoice has been entered correctly and completely, press the [Finalize] button. However, if the invoice is not yet complete because you still want to figure out a number of things before you want to add a number of invoice lines, you can save the invoice as 'Draft' by clicking the relevant button. In this example we have chosen [Finalize]

You will now automatically see at the top of the page that the following actions are possible on this invoice:

• Printing the invoice (Print invoice)
• Record a payment (Paid)
• Copy the invoice (Copy)
• Send (Send invoice)

There are also more actions on the invoice available under the 'More' menu:

• View which entries have been made within the general ledger (View journal entries)
• Change the invoice (Change invoice)
• Delete the invoice (Delete invoice) - Note: This is only possible if the invoice has the status 'Draft'
• View the invoice (View invoice)
• Download the invoice to your PC (Download invoice)
• Create a new invoice (Create new invoice)
• Change the payment method of the invoice (Change payment method)
• Credit the invoice (Credit invoice)
• Mark the invoice as 'Uncollectible' (Uncollectible invoice)
• Generate an e-Invoice (Generate UBL)

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