Create or Edit a Billing Statement | Zayls

Create an Billing Statement:

There are several ways to create a Billing Statement:

• Create a billing statement inside the Sales Workflow
• Create a billing statement using the Billing Statement Module

Create a Billing Statement inside the Sales Workflow:

1. Click a Sales Order.
2. In the Billing Statements pane, click Add.

3. In the New Billing Statement Window, the Customer, Sales Order, Bill Date, Payment Terms, Date Received, Due Date, Product Variants/s and its Quantity are already filled by default. You may enter your Remarks or update the Bill Date, Date Received, Payment Terms or Item Quantity.
4. Once done, click Save to save the transaction or Cancel to terminate the form.
5. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created billing statement. You can click the message to create another billing statement.

6. When you go back to the Sales Order, you will be able to see the newly created billing statement in the Billing Statement panel.

Create a Billing Statement using the Billing Statement Module:

1. In the Billing Statement overview, click New Billing Statement.

2. Select a Sales Order and click Next.

3. In the New Billing Statement Window, the Customer, Sales Order, Bill Date, Payment Terms, Date Received, Due Date, Product Variants/s and its Quantity are already filled by default. You may enter your Remarks or update the Bill Date, Date Received, Payment Terms or Item Quantity.
4. Once done, click Save to save the transaction or Cancel to terminate the form.
5. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created billing statement. You can click the message to create another billing statement.

6. When you go back to the Sales Order, you will be able to see the newly created billing statement in the Billing Statement panel.

Edit a Billing Statement inside the Sales Workflow:

1. In the Sales Orders overview, click a Sales Order.
2. In the Billing Statement pane, click the Billing Statement Number.
3. Click Edit.
4. Enter the new details and then click Save or Save and Return located at the bottom. A message will appear if the billing statement is saved successfully.

Edit a Billing Statement using Billing Statement Module:

1. Click the Billing Statement you want to edit.
2. Click Edit.
3. Enter the new details and then click Save located at the bottom. A message will appear if the billing statement is saved successfully.

Add Comments to a Billing Statement: 

The comment feature allows you to leave important messages to keep everyone informed.

1. In the Billing Statement record, click the Comments tab.
2. Enter your message in the Comment box.
3. You may also add attachments such as photos or files. Click Add attachment below the Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.
4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.

Edit or Delete a Comment:

1. Find the comment you want to edit or delete.

2. Click .

3. To update the comment, click Edit. To delete the comment, click Delete.

Related Article: Print, Duplicate, Void, or Delete a Billing Statement