Create New Invoice - Revision history

Ruel: Created page with "640x640px To create a new Invoice:
2020-12-09T00:29:02Z

Created page with "center|thumb|640x640px <span style="font-size:12.0pt;line-height:115%">To create a new Invoice:</span> <span style=..."

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[[File:Oojeema Pro - Create New Invoice Process Flow.png|center|thumb|640x640px]]
<span style="font-size:12.0pt;line-height:115%">To create a new Invoice:</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">1. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">On the menu bar, click on “Sales”. The Invoice list will be displayed.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">2. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Click “Create New Invoice” button, then select “Sales Invoice” for goods invoicing. Select “Service Invoice” for service invoicing.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">3. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Invoice form will be displayed. Fill it out:</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">a. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Invoice No. – system auto-generated</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">b. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Customer – list of customers will be displayed for selection. You can add new customer by clicking “Add new Customer” link from the Customer dropdown list.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">c. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">DR NO. – for entry of delivery receipt number ''(if any)''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">d. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">PO NO. – for entry of purchase order number ''(if any)''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">e. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Date – for Sales Invoice transaction date selection ''(displays current date by default)''</span>

''<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">f. <span style="font:7.0pt "Times New Roman""> </span></span></span>''<span style="mso-bidi-font-weight:bold">Due Date – for Sales Invoice payment due date selection ''(displays date based on customer’s payment terms)''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">g. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Notes – for entry of remarks / notes for the Sales Invoice</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">h. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Item – list of items will be displayed for selection. You can add new item by clicking “Add new Item” link from the Item dropdown list.</span>

''<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">i. <span style="font:7.0pt "Times New Roman""> </span></span></span>''<span style="mso-bidi-font-weight:bold">Description – for entry of selected item’s description ''(displays selected item’s description by default)''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">j. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Quantity – for entry of selected item’s quantity for invoicing ''(displays “1.00” by default)''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">k. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Price – for entry of item’s selling price per quantity ''(displays selling price from the Master Pricelist or Customer’s Pricelist by default (if any))''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">l. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Tax – for sales tax type selection ''(displays item’s Revenue Tax Type from Maintenance: Items by default)''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">m. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Amount – system calculated ''(Amount = Quantity x Price - tax amount)''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">n. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Add a New Line – link for adding new item for invoicing</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">o. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">VATable Sales – total amount; system display based from selected Tax</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">p. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">VAT-Exempt Sales – total amount; system display based from selected Tax</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">q. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">VAT-Zero Rated Sales – total amount; system display based from selected Tax</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">r. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Total Sales – sum of items’ amounts</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">s. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Discount – click green button to select discount type ''(displays “0.00” by default)''</span>

<span style="mso-list:Ignore">• </span><span style="mso-bidi-font-weight:bold">None</span>

<span style="mso-list:Ignore">• </span><span style="mso-bidi-font-weight:bold">PWD Discount – enter PWD’s Name, Address, ID No., ID Type</span>

<span style="mso-list:Ignore">• </span><span style="mso-bidi-font-weight:bold">Senior Citizen Discount – enter Senior Citizen’s Name, Address, ID No., ID Type</span>

<span style="mso-list:Ignore">• </span><span style="mso-bidi-font-weight:bold">Trade Discount – enter trade discount rate</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">t. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Add 12% VAT – displays system calculated sum of sales tax amount ''(if any)''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">u. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Total Amount Due – system calculated ''(Total Amount Due = Total Sales – Discount + tax amount)''</span>

<span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">4. <span style="font:7.0pt "Times New Roman""> </span></span>After filling-out the form, select saving option to finalize Sales Invoice creation. Otherwise, click “Exit”, to discard entries and exit the form.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">a. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Save – click to save entries and exit back to Invoice list.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">b. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Save & New – click to save entries and open a new cleared Invoice form.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">c. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Save & Preview – click to save entries and view the created Invoice details.</span>