Invoices

Use the Inventory screen to sell inventory on a new invoice, and to view and edit existing invoices.

Tap + to add Invoice, or tap customer name to add inventory to an existing invoice.

If you want to fill a customer order don't create an invoice here, go to the Inventory screen and select the Order button and follow that process to make a sale against an existing order.  This process will ensure the inventory you sell has prices from the original sales Order.

FINISHED INVOICES:  An Invoice can be Finished so it will be hidden from sales screens.  Set Finished to ON to hide this invoice (use Invoice filters at top left of the screen to show Finished invoices).  

REMOVE INVENTORY FROM INVOICE:  Expand an existing invoice to see its invoice items, and use the - icon to remove an item from an invoice (it will now be available for sale on other invoices), or tap the price to edit it if the price was wrong.

CHANGE INVENTORY ON AN INVOICE:

If there is a problem with something on an invoice, you need to remove the inventory from the invoice before you can edit it.  If the order has been changed by the customer, you can update the order and activate the order (click "Finished" to OFF on the Order screen).

1. From the Invoice screen search for your Invoice and expand it to see invoice items

2. Use - icon to remove inventory or whole pallets from this invoice

3. You can now Finish the invoice if you just wanted to remove the inventory (the inventory is returned to stock and can be put onto another invoice) OR you can use Inventory screen to edit or change the inventory (split it into two, or change the items on the pallet change quantity, grade, type etc), modify the original order if necessary, then put the required inventory onto the invoice (tap the Customer name to add inventory to an invoice) and Finish it.   Note that updating an order does not update the inventory on  associated invoice.

SEND DATA TO YOUR FINANCE APP:

Tap the Finance icon at top right to send data to Xero, Sage, Quickbooks, Sassant etc.

INVOICE SCREEN FIELDS:

Deliver to: This is the company (and address) the goods will be delivered to. Tap to enter a new customer company.

Customer reference: This is the reference from your customer, usually it would be their purchase order number.

Bill to: This is the company that will pay for the goods. This can be different than the Deliver to company, for example, if you send goods to five Walmart warehouses, but send your invoices to head office, enter Walmart Head Office as a company, and then the five warehouses as separate companies (select Walmart Head Office as the "Parent company" on each of the warehouse companies).

Transport: The company that will deliver the goods. Select "Transport" to ON on your company if you do your own deliveries. Tap to enter a new transport company.

Transport reference: This is usually the reference provided by the transport company.

Delivery instruction: Any notes entered here will show to shipping teams.

Dispatch date: Date goods leave your warehouse.

Delivery date: Date goods are delivered to customer.

Currency: Currency of this invoice. Tap to add and edit your currency list.

Sales employee: Sales person responsible for this invoice.