Create Invoice/Credit

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 which 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 Quantity.

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).

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 is 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 displays who created the invoice.

Created Date
This displays when the invoice was created.