How-To:Invoice: Difference between revisions
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==How to create an “Invoice”== | ==How to create an “Invoice”== | ||
1. Open the app and navigate to the ''''Billing'''<nowiki/>' section. | |||
[[File:Step 1 - Create Invoice.png|none|thumb|500x500px]] | |||
4. Input the invoice date and due date for the specific person being billed, and add interest from the date. | 2. Click the down arrow and select "'''Create Invoice'''". | ||
[[File:Step 2 - Create Invoice.png|none|thumb|500x500px]] | |||
3. Enter a search term or use "'''This is a test'''". Double-click or press "'''Enter'''". | |||
[[File:Step 3 - Create Invoice.png|none|thumb|500x500px]] | |||
4. Input the '''invoice date''' and '''due date''' for the specific person being billed, and add interest from the date. | |||
[[File:Step 4 - Create Invoice.png|none|thumb|500x500px]] | |||
5. Utilize the available Invoice options to include a quote, use rates as of the date, set a cut-off date, and choose whether to charge GST. | 5. Utilize the available Invoice options to include a quote, use rates as of the date, set a cut-off date, and choose whether to charge GST. | ||
[[File:Step 5 - Create Invoice.png|none|thumb|500x500px]] | |||
6. If available, select a previous template for configuration. | 6. If available, select a previous template for configuration. | ||
[[File:Step 6 - Create Invoice.png|none|thumb|500x500px]] | |||
7. Navigate to the '''trust transfer''' section. | |||
[[File:Step 7 - Create Invoice.png|none|thumb|500x500px]] | |||
8. Enter the transfer date, trust balance, transfer amount, and view the balance after transfer. Optionally, add a document for authorization. | 8. Enter the '''transfer date''', '''trust balance''', '''transfer amount''', and view the balance after transfer. Optionally, add a document for authorization. | ||
[[File:Step 8 - Create Invoice.png|none|thumb|500x500px]] | |||
Revision as of 10:39, 17 May 2024
How to create an “Invoice”
1. Open the app and navigate to the 'Billing' section.
2. Click the down arrow and select "Create Invoice".
3. Enter a search term or use "This is a test". Double-click or press "Enter".
4. Input the invoice date and due date for the specific person being billed, and add interest from the date.
5. Utilize the available Invoice options to include a quote, use rates as of the date, set a cut-off date, and choose whether to charge GST.
6. If available, select a previous template for configuration.
7. Navigate to the trust transfer section.
8. Enter the transfer date, trust balance, transfer amount, and view the balance after transfer. Optionally, add a document for authorization.
