Craft the Perfect Invoice Message to Customer Example for Teams

Invoice message to customer example for teams

[Music] [Applause] [Music] several new features related to invoicing your customers have been released and I'm just going to go through and quickly show you how to set up a customer that you want to send a bill to and what some of those options are so the first thing we want to do is under sales we can go right into customer invoices and if you go to the dot dot dot menu right at the top right you can click on manage terms this is where you define your different terms of payment in this case and by default I've got three different terms of payment net 30 net 60 and net 90. I can add a new term by clicking the add terms I can say net 45 I'll put a description you can just enter the number of days when the invoice is due and if you want to give them a discount if they pay within the first 10 days I can say a five percent discount this will simply be a discount that is applied to the invoice if paid early I'll go ahead and hit save and you'll see that I've added those terms of payment so what I can do now is I can go to any customer and basically assign terms and actually a credit limit to that customer so this is more of an accounts receivable function if you've got a customer that's a regular customer that you want to send a bill to or maybe you have a local police department that purchases from you or another business that buys product from you and you want to provide them with terms of payment so again when I go and edit any customer I'll just pull up customer here if I scroll down you'll see that I can choose the actual terms that that customer has so you'll see it down here I can assign a credit limit and I can also choose what terms this customer has so let me assign this particular customer net 45. and I'll just save that and now when I go into a sale as long as that customer has terms and I can just choose one of my registers here let me turn off those messages because it's not seeing the credit card terminal so let's go ahead and select this customer and I'm not going to use their points and at this Point let's go ahead and choose a couple of items I'll just pull up this box of ammo now when I'm ready to complete this transaction of course they can pay cash or credit card but if I hit continue you'll see that there's a store account option you'll also see that the terms for this customer are now showing right on the invoice screen I can change the terms if this particular invoice you want to give them different terms and once I choose the store account select terms of payment you'll notice that I can simply hit add payment it will default to create the invoice so you don't have to check that box and I'll just hit add payment and then I can complete the sale all right so this shows the sales receipt it also shows the terms of payment on the sale so this tells your customer hey this invoice is due at a certain date but this isn't the actual invoice this is just the sale receipt so what this does is it creates an invoice under customer invoices and the reason for that is if you're entering a special order in core store and you're only doing a partial shipment you'll have the order that has all the items in it which will produce a sale receipt again you wouldn't complete the sale you would just suspend it and subsequently it will create an invoice just for the amount of what you're shipping so you'll notice that I've got an invoice here I'll click on current or I can just click this X and it will show me all the invoices so I've got my invoice with net 45 days you'll notice also that it calculates the the due date for that order and I'll go ahead and edit that so I can see here's the invoice and what I can also do is I can actually view the invoice I can email it if I want to and once you email it we're actually tracking the last date that that invoice was sent on you can also do partial payments against an invoice and it will track all of that information right in core store will track your aging of your invoices and it will provide you your functionality that you need for from an accounts receivable standpoint thanks for watching this video [Music] [Applause] [Music]