Difference between revisions of "Create Invoice/Credit"
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| − | This section allows you to Create a Manual Invoice/Credit which isn't associated with any Order or Delivery Note | + | ===In This section=== |
| + | This section allows you to Create a Manual Invoice/Credit which isn't associated with any Order or Delivery Note | ||
| + | |||
| + | == ''' Top Section ''' == | ||
| − | |||
'''SKU'''<br /> | '''SKU'''<br /> | ||
| − | Here you can enter the SKU, it must match a record | + | Here you can enter the SKU, it must match a record that exists in Spitfire.<br /> |
| − | + | ||
'''Product'''<br /> | '''Product'''<br /> | ||
Here you can enter the Product Description to appear on the invoice.<br /> | Here you can enter the Product Description to appear on the invoice.<br /> | ||
| − | + | ||
'''Unit Price'''<br /> | '''Unit Price'''<br /> | ||
Here you can enter the Unit Price (Excluding VAT/GST).<br /> | Here you can enter the Unit Price (Excluding VAT/GST).<br /> | ||
| − | + | ||
'''Qty'''<br /> | '''Qty'''<br /> | ||
| − | Here you can enter the | + | Here you can enter the number of items needed.<br /> |
| − | + | ||
'''Delete'''<br /> | '''Delete'''<br /> | ||
Here you can delete the relevant line.<br /> | Here you can delete the relevant line.<br /> | ||
| − | + | ||
'''Delivery'''<br /> | '''Delivery'''<br /> | ||
Here you can specify the Delivery Amount (Excluding VAT/GST).<br /> | Here you can specify the Delivery Amount (Excluding VAT/GST).<br /> | ||
| − | + | ||
'''Discount'''<br /> | '''Discount'''<br /> | ||
Here you can specify the Discount Amount (Excluding VAT/GST).<br /> | Here you can specify the Discount Amount (Excluding VAT/GST).<br /> | ||
| − | == Middle Section == | + | Once created you can update the cart and add products.<br /> |
| − | '''Invoice Date'''<br /> | + | [[File:Update.PNG |alt=Next Update|link=|Update]] [[File:Add-product-green.PNG |alt=Update|link=|Next]] |
| − | You can use the drop-down date selection to select a date | + | |
| − | + | == ''' Middle Section ''' == | |
| + | |||
| + | '''Invoice Date '''<br /> | ||
| + | You can use the drop-down date selection to select a date or enter it in the format of yyyy-mm-dd.<br /> | ||
| + | |||
'''Due Date'''<br /> | '''Due Date'''<br /> | ||
| − | You can use the drop-down date selection to select a due date | + | You can use the drop-down date selection to select a due date or enter it in the format of yyyy-mm-dd.<br /> |
| − | + | ||
'''Customer PO Reference'''<br /> | '''Customer PO Reference'''<br /> | ||
Here you can enter the Customers Purchase Order Reference to appear on the invoice.<br /> | Here you can enter the Customers Purchase Order Reference to appear on the invoice.<br /> | ||
| − | + | ||
'''Terms (Days)'''<br /> | '''Terms (Days)'''<br /> | ||
Here you can specify the payment terms (in days) for this invoice.<br /> | Here you can specify the payment terms (in days) for this invoice.<br /> | ||
| − | + | ||
'''Customer'''<br /> | '''Customer'''<br /> | ||
Here you can search for the customer by their Company Name.<br /> | Here you can search for the customer by their Company Name.<br /> | ||
| − | + | ||
'''Contact Name'''<br /> | '''Contact Name'''<br /> | ||
Here you can select a contact name.<br /> | Here you can select a contact name.<br /> | ||
| − | + | ||
'''OR Enter Manually'''<br /> | '''OR Enter Manually'''<br /> | ||
| − | Alternatively you can enter a manual contact name, but it won't be saved to the customer account.<br /> | + | Alternatively, you can enter a manual contact name, but it won't be saved to the customer account.<br /> |
| − | + | ||
'''Select Delivery Address'''<br /> | '''Select Delivery Address'''<br /> | ||
Here you can select a delivery address.<br /> | Here you can select a delivery address.<br /> | ||
| − | + | ||
'''OR Enter Manually'''<br /> | '''OR Enter Manually'''<br /> | ||
| − | Alternatively you can enter a manual delivery address, but it won't be saved to the customer account.<br /> | + | Alternatively, you can enter a manual delivery address, but it won't be saved to the customer account.<br /> |
| − | + | ||
'''Select Invoice Address'''<br /> | '''Select Invoice Address'''<br /> | ||
Here you can select a delivery address.<br /> | Here you can select a delivery address.<br /> | ||
| − | |||
| − | |||
| − | |||
| − | == Bottom Section == | + | '''Or Enter Manually'''<br /> |
| + | Alternatively, you can enter a manual invoice address, but it won't be saved to the customer account.<br /> | ||
| + | |||
| + | == ''' Bottom Section ''' == | ||
| + | |||
'''Send Invoice By'''<br /> | '''Send Invoice By'''<br /> | ||
Here you can specify how the invoice will be sent (email or post).<br /> | Here you can specify how the invoice will be sent (email or post).<br /> | ||
| − | + | ||
'''Invoice Email Address'''<br /> | '''Invoice Email Address'''<br /> | ||
Here you can specify the email address to send the invoice to.<br /> | Here you can specify the email address to send the invoice to.<br /> | ||
| − | + | ||
'''Force Post for Invoice'''<br /> | '''Force Post for Invoice'''<br /> | ||
Here you can specify if you wish to force the invoice to go via post (printing).<br /> | Here you can specify if you wish to force the invoice to go via post (printing).<br /> | ||
| − | + | ||
'''Delivery Method'''<br /> | '''Delivery Method'''<br /> | ||
Although the invoice isn't associated with a delivery, a delivery method needs to be selected.<br /> | Although the invoice isn't associated with a delivery, a delivery method needs to be selected.<br /> | ||
| − | + | ||
'''Payment Method'''<br /> | '''Payment Method'''<br /> | ||
Although no payment will be recorded, it still needs to be assigned to a Payment Method.<br /> | Although no payment will be recorded, it still needs to be assigned to a Payment Method.<br /> | ||
| − | + | ||
'''Telephone Number'''<br /> | '''Telephone Number'''<br /> | ||
Here you can specify the contact number for the invoice.<br /> | Here you can specify the contact number for the invoice.<br /> | ||
| − | + | ||
'''Currency'''<br /> | '''Currency'''<br /> | ||
Here you can specify the currency of the invoice.<br /> | Here you can specify the currency of the invoice.<br /> | ||
| − | + | ||
'''Exchange Rate'''<br /> | '''Exchange Rate'''<br /> | ||
| − | You can either set this manually | + | You can either set this manually or use the updated one once it has been created.<br /> |
| − | + | ||
'''Approved'''<br /> | '''Approved'''<br /> | ||
| − | Once an invoice is approved, it | + | Once an invoice is approved, it will be sent to the customer, and therefore can no longer be modified.<br /> |
| − | + | ||
'''Approved Date'''<br /> | '''Approved Date'''<br /> | ||
This is the date when the invoice was approved.<br /> | This is the date when the invoice was approved.<br /> | ||
| − | + | ||
'''Approved By'''<br /> | '''Approved By'''<br /> | ||
This displays who approved the invoice.<br /> | This displays who approved the invoice.<br /> | ||
| − | + | ||
'''Created By'''<br /> | '''Created By'''<br /> | ||
| − | This | + | This will display who created the invoice.<br /> |
| − | + | ||
'''Created Date'''<br /> | '''Created Date'''<br /> | ||
| − | This | + | This will display when the invoice was created.<br /> |
| + | |||
| + | [[File:Create-Invoice.PNG |alt=Next Create|link=|Create]] | ||
Latest revision as of 11:03, 4 November 2021
In This section
This section allows you to Create a Manual Invoice/Credit which isn't associated with any Order or Delivery Note
Top Section
SKU
Here you can enter the SKU, it must match a record that exists in Spitfire.
Product
Here you can enter the Product Description to appear on the invoice.
Unit Price
Here you can enter the Unit Price (Excluding VAT/GST).
Qty
Here you can enter the number of items needed.
Delete
Here you can delete the relevant line.
Delivery
Here you can specify the Delivery Amount (Excluding VAT/GST).
Discount
Here you can specify the Discount Amount (Excluding VAT/GST).
Once created you can update the cart and add products.
Middle Section
Invoice Date
You can use the drop-down date selection to select a date or enter it in the format of yyyy-mm-dd.
Due Date
You can use the drop-down date selection to select a due date or enter it in the format of yyyy-mm-dd.
Customer PO Reference
Here you can enter the Customers Purchase Order Reference to appear on the invoice.
Terms (Days)
Here you can specify the payment terms (in days) for this invoice.
Customer
Here you can search for the customer by their Company Name.
Contact Name
Here you can select a contact name.
OR Enter Manually
Alternatively, you can enter a manual contact name, but it won't be saved to the customer account.
Select Delivery Address
Here you can select a delivery address.
OR Enter Manually
Alternatively, you can enter a manual delivery address, but it won't be saved to the customer account.
Select Invoice Address
Here you can select a delivery address.
Or Enter Manually
Alternatively, you can enter a manual invoice address, but it won't be saved to the customer account.
Bottom Section
Send Invoice By
Here you can specify how the invoice will be sent (email or post).
Invoice Email Address
Here you can specify the email address to send the invoice to.
Force Post for Invoice
Here you can specify if you wish to force the invoice to go via post (printing).
Delivery Method
Although the invoice isn't associated with a delivery, a delivery method needs to be selected.
Payment Method
Although no payment will be recorded, it still needs to be assigned to a Payment Method.
Telephone Number
Here you can specify the contact number for the invoice.
Currency
Here you can specify the currency of the invoice.
Exchange Rate
You can either set this manually or use the updated one once it has been created.
Approved
Once an invoice is approved, it will be sent to the customer, and therefore can no longer be modified.
Approved Date
This is the date when the invoice was approved.
Approved By
This displays who approved the invoice.
Created By
This will display who created the invoice.
Created Date
This will display when the invoice was created.
