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 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 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 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.