Creating an invoice in SIX ERP is a straightforward process designed to streamline your billing operations. This step-by-step guide will walk you through creating an invoice from start to finish, including selecting customers, setting dates, adding line items, and understanding the various save and send options.
Navigate to Invoicing. Find Finance > Invoices in the left Menu bar. Start by accessing the Invoicing module in SIX ERP.
Create New Invoice: Look for a button labeled “CREATE NEW INVOICE”. Clicking this initiates the creation process.
Upon selecting a customer from the dropdown list, SIX ERP will automatically populate the Billing and Shipping information based on the customer's profile. Ensure this information is correct, as it will appear on the invoice.
Invoice Date: The date when the invoice is issued.
Tax Date: The date relevant for tax calculations.
Due Date: The deadline by which the invoice should be paid.
Fill in any relevant additional information such as Bank Account details (where the invoice payments should be settled), Sales Agent involved, and any necessary Admin Notes, Client Notes and Terms & Conditions applying for this invoice.
If you do not wish to send automatic payment reminders for this invoice, make sure to tick the checkbox labeled "Prevent sending overdue reminders for this invoice."
Add Products or Services: Click on the option to add new line items. Here you can search and select from your products or services.
Adjust Quantities and Pricing: For each item added, specify the quantity and adjust the price if necessary. SIX ERP will calculate totals automatically.
In case you are invoicing a new item which yet does not exist click the + icon next to the item selection field to trigger a slide in to create a basic item or product. This slide in allows the creation of a new product in its most minimalistic form.
Follow the manual to create an Item or Product while creating an invoice here.
Save as Draft: If you're not ready to send the invoice to your client immediately, select this option. A draft invoice can be edited later, but it won't be assigned an invoice number until it is sent or marked as sent.
Save & Send: Use this option to send the invoice to your client immediately via email. The system will assign an invoice number and mark it as sent.
Save and Send Later: If you wish to prepare the invoice now but send it at a later date, choose this option. The invoice will be saved with all details but won’t be sent until you decide.
Save and Record Payment: If the payment has already been received and you want to record this alongside sending the invoice, select this option.
After choosing the appropriate save or send option, click on the corresponding button. If you've opted to send the invoice immediately or later, ensure the client’s email address is correctly entered.
Once an invoice is sent or marked as sent, it will receive an invoice number for tracking and reference.
Review the invoice before finalizing to ensure all details are accurate and complete.
Creating an invoice in SIX ERP is designed to be efficient and user-friendly, accommodating various billing scenarios. Whether you're saving as a draft for further review or sending out immediately, the process ensures your invoices are professional, accurate, and timely. Paying attention to the details in each step will streamline your billing process and enhance your business’s financial management.