Create or Edit an Invoice - Smarter Sales & Inventory Management | Zayls

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Knowledge Base Sales | Create or Edit an Invoice

Create or Edit an Invoice

Create an Invoice:

There are several ways to create an Invoice:

  • Create an invoice inside the Sales Workflow
  • Create an Invoice using the Invoices Module

 

Create an Invoice inside the Sales Workflow:

  1. Click a Sales Order.
  2. In the Invoices pane, click Add.
  1. In the New Invoice Window, the CustomerSales Order, Date Invoiced, Date Received, Payment Terms, Due Date, Tax Type, Product Variants/s and its Quantity are already filled by default. You may enter your Remarks and update the Date InvoicedDate ReceivedPayment Terms, or Item Quantity.
  2. Once done, click Save to save the transaction or Cancel to terminate the form.
  3. A successful message will appear at the top-right-hand corner and you’ll be able to see the newly-created invoice. You can click the message to create another invoice.

6. When you go back to Sales Orders overview or to an existing Sales Order, the invoice is updated.

Create an invoice using Invoices Module:

  1. In the Invoices overview, click New Invoice.
  1. Select a Sales Order and click Next.

3. In the New Invoice Window, the CustomerSales Order, Date Invoiced, Date Received, Payment Terms, Due Date, Tax Type,  Product Variants/s and its Quantity are already filled by default. You may enter your Remarks and update the Date InvoicedDate ReceivedPayment 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 invoice. You can click the message to create another invoice.

Net of VAT refers to the Total Sales minus the 12% value-added tax (VAT)

6. When you go back to the Sales Orders overview or to an existing Sales Order, the invoice is updated.

INV# is auto-generated but you can override and type in a different number. To check the form’s next auto-generated numbers, click here.

Edit an Invoice inside the Sales Workflow:

  1. In the Purchase Orders overview, click a Purchase Order.
  2. In the Invoices paneclick the Invoice 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 invoice is saved successfully.

 

Edit an Invoice using the Invoices Module:

  1. Click the Invoice 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 invoice is saved successfully.

If you are not able to create or edit an Invoice that means the admin did not give you access to Invoice – Modify.

If the user is not an Admin, functionalities such as edit, void, delete will not work after seven days of the transaction creation.

Add Comments to an Invoice: 

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

  1. In the Invoice record, scroll down to view the Comments section.
  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.

Only accounts with admin account type can delete comments made by other regular users.