Create or Edit a Billing Statement
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:
- Click a Sales Order.
- In the Billing Statements pane, click Add.
- In the New Billing Statement Window, the Customer, Sales Order, Date Billed, 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 Date Billed, Date Received, Payment Terms or Item Quantity.
- Once done, click Save to save the transaction or Cancel to terminate the form.
- 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.
- 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:
- In the Billing Statement overview, click New Billing Statement.
- Select a Sales Order and click Next.
- In the New Billing Statement Window, the Customer, Sales Order, Date Billed, 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 Date Billed, Date Received, Payment Terms or Item Quantity.
- Once done, click Save to save the transaction or Cancel to terminate the form.
- 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.
- 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:
- In the Sales Orders overview, click a Sales Order.
- In the Billing Statement pane, click the Billing Statement Number.
- Click Edit.
- 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:
- Click the Billing Statement you want to edit.
- Click Edit.
- 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.
- In the Billing Statement record, click the Comments tab.
- Enter your message in the Comment box.
- 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.
- 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