Collaborate on Biz Invoice for Accounting with Ease Using airSlate SignNow

Biz invoice for Accounting

hi welcome to beside 365 my name is Rhonda Charles with Biz technologies and I'm going to be your tour guide to walk you through the quote creation process and then once that Court is accepted by the customer and then and then converting it to a sales order and then its journey from being from a sales order all the way to an invoice with that set we will go ahead and get started we're going to go ahead and click on the customer left navigation and that expands the menu for the customer and in the note that you can create the quote from their sales order from the menu here we're going to focus on the code at the customer field I'm going to select the customer in this case I'm going to choose our alpine ski house the date of your code the delivery date can all be changed in that are selected the payment terms that you anticipate for the customer and under shipping details there is more information where you can define the shipping address the price levels and so on we're going to select a few items let's go ahead and select that adult ski package and I'm going to change the quantity the system defaults the quantity of one I'm going to offering five for this customer let's go ahead and select some ski boots let's go ahead and add one more item to this order from ski poles and I am also going to put a note that will be visible to the customer under invoice and choosing external notes to do that I notice that the notice shows up as another line within the the quotation I'm also going to put another memo that is going to show up at the bottom of the invoice the previous external memo was item specific we're going to preview this quote looks good and now when you preview it there's there are many different templates so you can use a different one or you can modified you know something like this to fit your own needs and you can email this quote to the customer the email address typically comes from the contact that is tied to the customer or the primary contact this case this product contact did not have one so let's go ahead and email that we're actually using an option to attach a PDF quote with that we're done we've saved it we'll go and look at the list just to make sure just for this exercise we know all right there it is that it is what we created our quote number one zero for now that we have it I'm going to convert this I can convert it to a sales order I can reject it I can actually take it straight from here to an invoice typically you your customer as responded back to you saying hey I liked it I either want the complete quote with all the line items or maybe they can choose the ones that they want and I can also print now that it's a sales order notice in the far right it's a sales order I can print pick lists or packing slips and what I'm going to do here is I'm just going to go ahead and print a sales at na sales order and again this is a pick list and maybe I choose to print this particular case I think I still printed a pick list let's go ahead and we're going to continue to navigate to saving the order here and now that it is a sales or regular printed it or printed list packing list or printed up sales order acknowledgement or a confirmation and then there's our sales order so let's go ahead and click on it and open it that's it basically use the next available sales order number all the information from the quote has transferred down to the sales order and the sales order continues through its process of proudly waiting for inventory or manufacturing it or are just picking packing and shipping the product up to the customer then now we're ready to invoice the customer go to convert and I'm going to choose convert to a invoice and now the order converts itself to an invoice now in the previous case if there were any back orders then only the available quantity moves to the invoice process and then you can come back and check out the back order quantity so there's our invoice let's go ahead and close that and we're ready to save the invoice and I can email I wanted to this will basically once again choose some default settings it will create a PDF out of the invoice that you want to attach we also have the ability to send an HTML email embedded in the invoice I'm sorry I'm better than the email and at this point we're going to email and then you will see that the email is sent out successfully to the customer or the contact that is on the particular invoice so we're going to so with that our process is complete the invoice has been saved and what we're going to do is just take a few minutes to show you that this process is complete you can actually run reports and look at this this that completes our process I want to thank you for your time thanks for looking at this technology is 365 and I'm looking forward to sharing more in other videos