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:
There are also more actions on the invoice available under the 'More' menu:
An invoice number is automatically generated when you make the invoice 'Final'. Please note: This only applies if the Diary used indicates that automatic generation of the invoice number is desired. |
Related articles appear here based on the labels you select. Click to edit the macro and add or change labels.
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Please note: The following choices can be made on the right side of the page:
Diary
Journal in which the invoice must be recorded. By default, this is the diary that is recorded in the company preferences as 'Standard' Sales Diary.
Invoice design
The invoice design you want to use for this invoice. By default, this is the invoice design that is marked as 'Standard design' in the invoice design page
Additional design
Using this option, you can, for example, choose to include a 'Packing slip' with the invoice.
Commentary
A comment line that will be included within the invoice.
Attached files
For example, you could choose to send your General Terms and Conditions to your customer as an attachment to the invoice.