Invoice Attributes
The Invoice record is used to store all the invoice information and to display the payment information regarding the invoice. Invoice information includes an invoice number, customer, services provided, items/products, credits, tax applied, payment term, invoice date.
Customer
The customer name is a mandatory field for invoicing. Type in the customer name the field will be auto populated or can create the new customer.
Contact
The contacts associated to the customer will be pre-populated.
Sales rep
Employee assigned to that particular customer will be pre-populated.
Invoice #
The invoice number is a unique registration number (in case of correspondence about the invoice)
Invoice date
The invoice created date for the customer.
Discount
The discount allowed to the customer, can mention manually in percentage or at a fixed rate.
Payment term
This term defines the payment period. Default Payment terms are,
- Net 30 – Payment to be made within 30 days of receiving the invoice.
- Net 15 – Payment to be made within 15 days of receiving the invoice.
- Immediate – Payment should be received as soon as the invoice is received.
PO/WO number
If the invoice has been created with the purchase order received. The PO/WO is a reference number of the purchase order for the future reference.
Template
This invoice template is one of the most basic you can find. This is the default format for invoice with more styling options including logo, sections, business attributes, customer attributes etc.
Currency
Multi currency capabilities allow you to develop and maintain productive relationships with international customers and vendors while handling a number of transactions in any number of currencies.
Notes to customer
The description about the created invoice is given as a note to the customer. For example: you can give the invoice is about and the discount description for the regular customer.
Services provided
If you need to create the invoice for any services you can fill the following attributes with the actual values.
Task name
The name of the task can be defined here as the services. You can also add the additional description in the notes editor. You are allowed to customize the text with effective styles and options.
Hours
The duration of the tasks is mentioned, for instance: when the timesheet is converted to the invoice the total hours accumulated for the tasks are auto populated.
Rate
The unit price for the tasks.
Tax code
You can choose what tax type to be applied.
Amount
The total amount accumulated for the hours and rate for per hour along with tax is calculated as an amount.
Actions
Notes and delete icons are the preferred icons. You can add more description either for services and/or items.
Products/items sold
- Item name – The item name is the name which defines the product purchased is either auto populated or can create new using the new button.
- Quantity – The quantity of the item; which answered to the question, “How many?”
- Rate – The unit price for the item or products.
- Tax code – This is for tax payments if relevant. You can choose the type of the tax from the drop down.
- Amount – Total amount accumulated for the items with the quantity.
Actions
Notes and delete icons are the preferred icons. You can add more description either for items or products and/or items.
Subtotal
The subtotal is the gross amount which includes the amount.
Discount
Discount field will be accumulated from sub total and the value given in percentage or fixed amount.
Tax
The tax is applied to the items and/or services.
Shipping and Handling
Shipping and handling are the cost spent for products/items and/or services including money, time and for labour.
Promo code
The promo code is a code that is used to identify the person or company. It’s used to give you a discount due to some sort of special.
Total
Total amount that this invoice holds including tax, discounts etc.
Credits
Credits are followed from the credit notes. This is the sort of customer over payment.
Amount due
Amount due is the subtraction of total amount and credit amount.
Recurring billing
- Charge frequency – The period for the recurring payments it may be of weekly, biweekly or monthly.
- Start date – The recurring payments due start date.
- End date – The recurring payments due end date.
Action buttons
- Add tasks – If you would like to add more tasks for invoicing you can choose the “Add tasks” button.
- Add items – If you would like to add more items for invoicing you can choose the “Add tasks” button.
- Preview – Preview your invoice and check before leaving to the customer.
- Save for later – Click save for later to perform the actions later.
- Email invoice – Opens an email dashboard to email an invoice to the customer.
