Creating a New Invoice - Revision history

Ruel: Created page with "649x649px To create a new Invoice: #
2020-12-09T08:49:15Z

Created page with "center|thumb|649x649px <span style="font-size:12.0pt;line-height:115%">To create a new Invoice:</span> # <span st..."

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[[File:Oojeema Pro - Create New Invoice Process Flow.png|center|thumb|649x649px]]

<span style="font-size:12.0pt;line-height:115%">To create a new Invoice:</span>

# <span style="mso-bidi-font-weight:bold">On the menu bar, click on “<u>Sales</u>”. The Invoice list will be displayed.</span>
# <span style="mso-bidi-font-weight:bold">Click “<u>Create New Invoice</u>” button, then select “<u>Sales Invoice</u>” for goods invoicing. Select “<u>Service Invoice</u>” for service invoicing.</span>
# <span style="mso-bidi-font-weight:bold"><u>Invoice form</u> will be displayed. Fill it out:</span>
## <span style="mso-bidi-font-weight:bold"><u>Invoice No</u>. – system auto-generated</span>
## <span style="mso-bidi-font-weight:bold"><u>Customer</u> – 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"><u>DR NO.</u> – for entry of delivery receipt number ''(if any)''</span>
## <span style="mso-bidi-font-weight:bold"><u>PO NO.</u> – for entry of purchase order number ''(if any)''</span>
## <span style="mso-bidi-font-weight:bold"><u>Date</u> – for Sales Invoice transaction date selection ''(displays current date by default)''</span>
## <span style="mso-bidi-font-weight:bold"><u>Due Date</u> – for Sales Invoice payment due date selection ''(displays date based on customer’s payment terms)''</span>
## <span style="mso-bidi-font-weight:bold"><u>Notes</u> – for entry of remarks / notes for the Sales Invoice</span>
## <span style="mso-bidi-font-weight:bold"><u>Item</u> – 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"><u>Description</u> – for entry of selected item’s description ''(displays selected item’s description by default)''</span>
## <span style="mso-bidi-font-weight:bold"><u>Quantity</u> – for entry of selected item’s quantity for invoicing ''(displays “1.00” by default)''</span>
## <span style="mso-bidi-font-weight:bold"><u>Price</u> – 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"><u>Tax</u> – for sales tax type selection ''(displays item’s Revenue Tax Type from Maintenance: Items by default)''</span>
## <span style="mso-bidi-font-weight:bold"><u>Amount</u> – system calculated ''(Amount = Quantity x Price - tax amount)''</span>
## <span style="mso-bidi-font-weight:bold"><u>Add a New Line</u> – link for adding new item for invoicing</span>
## <span style="mso-bidi-font-weight:bold"><u>VATable Sales</u> – total amount; system display based from selected Tax</span>
## <span style="mso-bidi-font-weight:bold"><u>VAT-Exempt Sales</u> – total amount; system display based from selected Tax</span>
## <span style="mso-bidi-font-weight:bold"><u>VAT-Zero Rated Sales</u> – total amount; system display based from selected Tax</span>
## <span style="mso-bidi-font-weight:bold"><u>Total Sales</u> – sum of items’ amounts</span>
## <span style="mso-bidi-font-weight:bold"><u>Discount</u> – click green button to select discount type ''(displays “0.00” by default)''</span>
##* <span style="mso-bidi-font-weight:bold">None</span>
##* <span style="mso-bidi-font-weight:bold">PWD Discount – enter PWD’s Name, Address, ID No., ID Type</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-bidi-font-weight:bold">Trade Discount – enter trade discount rate</span>
## <span style="mso-bidi-font-weight:bold"><u>Add 12% VAT</u> – displays system calculated sum of sales tax amount ''(if any)''</span>
## <span style="mso-bidi-font-weight:bold"><u>Total Amount Due</u> – system calculated ''(Total Amount Due = Total Sales – Discount + tax amount)''</span>
# <span style="mso-bidi-font-weight:bold">After filling-out the form, select saving option to finalize Sales Invoice creation. Otherwise, click “<u>Exit</u>”, to discard entries and exit the form.</span>
## <span style="mso-bidi-font-weight:bold"><u>Save</u> – click to save entries and exit back to Invoice list.</span>
## <span style="mso-bidi-font-weight:bold"><u>Save & New</u> – click to save entries and open a new cleared Invoice form.</span>
## <span style="mso-bidi-font-weight:bold"><u>Save & Preview</u> – click to save entries and view the created Invoice details.</span>