Discover an Invoice for Services Rendered Example for Technical Support

Invoice for services rendered example for Technical Support

how to create an invoice select the customer from the customer list click on the add invoice button the top left corner displays the customer code and company name underneath this is the invoice number the next numerical sequenced invoice number is generated but can be changed EG to set a manual invoice number by typing the new number into the box the invoice date displayed at the top of the next column defaults today's date per the computer but you can change this as necessary the invoice status or invoice options are then displayed and the choices are order SL invoice a standard tax invoice or agreement for provision of goods and services quotation quote a customer for goods or services expecting an order when the quote is successful the status can be changed to invoice hold open create an invoice but do not allow finalizing just yet finalized a tax invoice issued to a customer ready for payment also referred to as posted or closed but those does not necessarily mean paid off the PO number field can be used to reference a purchase order that may have been placed in relation to this invoice if payment has been received at the same time the invoice is created click in the cash invoice tick box when the invoice is finalized a receip will be applied automatically for the amount owing and for the same date as the invoice please note if using a cash invoice you can set up automatic transfer to your cash flow records for the receipt see cash invoice settings in options in invoice manager alternatively if you have a lot of cash invoices you can select not to transfer each individual invoice to cash flow and just record the total at the end of the day the credit limit current balance are references to the credit limit you have established for the customer together with the current balance of their account for ease of use if use customer types has been selected in options a customer type field and the customer type allocated to this customer in add customer slm modify customer will display under the current balance you can click on the down arrow and select a different customer type if required to change the customer type permanently click on modify customer next to the customer list the prices for items chosen from inventory will default to that mapped price list for that customer type if used jobs number has been selected in options a job number fill will also display under the current balance and customer type the invoice can be assigned to a job from the drop-down Arrow so you can allocate invoices to track specific jobs add items to your sales invoice okay it's time to add some items to your invoice which can be done in two ways you can simply type in the details of the item to be included on the invoice or you can choose from the item code or description dropdowns that list items record reced as sell or buy sell in the inventory please note that management sales reports designed to give you information to analyze your sales and purchases only include items that are listed in inventory and require selection from the inventory list to be included in these reports you can also track inventory on items that are purchased and sold as long as you add inventory items to invoices through the in item code or description selections if you know the item code start typing this into the item code field and as the right one appears press enter alternatively you can click on the dropdown arrow and choose the item from the inventory list the items details stored in the inventory listing will be prefilled into the description tax type and unit price fields and you can edit these if you need to enter the quantity of items supplied and press enter the next line will become available for more items continue filling in item details for your sales invoice and press enter at the end of each line as I mentioned earlier if you simply type in a description the track inventory will not automatically adjust the item count or be included in the sales reports the description can be a maximum of 250 characters if you wish to type more go to the next line and type the rest in the next description field but make sure you select the quantity is zero for that line each of the column widths on the screen can be resized for example if you wish the description column to be wider position your mouse cursor over the right side of the description column header hold down your left Mouse button and drag the column to the width you require and then let go the gray box at the left side of the invoice work area indicates the line you are working on as well as offering a number of other functions for editing the lines in the invoice to access these functions left click on the gray box on the left side of the line an arrow will appear to indicate the rows selected right click to list the functions and then left click on the function you require insert blank line insert a blank line above the currently selected line remove line remove the line permanently you will be prompted move line up moves the currently selected line above the proceeding line move line down moves the currently selected line below the following line you can delete multiple lines at any time by holding down the control key and selecting each row for deletion then press the delete key you'll be prompted to confirm if you wish to remove the selected lines permanently by the way there's also an option to add an additional column to your invoice for example some businesses create one invoice for transactions that span more than one day so the extra column can be used for the transaction date to enable this extra column click on the options icon and select Advanced preferences adding a message to your sales invoice the message field is used to add a short note to your invoice such as thank you for your business or terms 30 days there are several messages already available to use by clicking on the drop- down arrow and select the saved message from the list to add a message click in the box below the invoice items work area and type your message save this message in a list to add to other invoices by clicking on the green tick button the message can be up to 50 characters long to delete an existing message select the message and then click on the Red Cross button extra details in the bottom left corner of the invoice page are some extra fields for information you may require to include on the invoice for example a construction job's Building address or more details for the job the extra field titles can be changed by by double clicking on the title a text box will appear to change the name press enter when done the title of the extra field is global which means that all customers invoices will show the same extra Fields titles if you use the extra Fields you will need to add these fields to a customized layout as they're not shown by default apply a discount to apply discount click on the discount Tab and type in the amount or rate of discount in the box if you're applying a percentage discount to the invoice choose the percent option if the discount is a specified amount choose the pound option then click on the apply discount button a line will be added to the invoice items showing the discount in the line total column as a negative deducting from the total of the invoice please note that the discount you add will be calculated from the invoice balance at the time the discount is added so if you add more lines to the invoice and then another discount the original items will be discounted further you can remove a discount line like any other invoice item line as we reviewed earlier