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Sale invoices for Shipping

welcome to the I invoice sales invoice and shipping invoice tutorial from the control panel select my business and then sales documents from the quick links select new invoice to create a new standard sales invoice all your company details are automatically included in the invoice header the document number is automatically assigned by I invoice it and increments for each new invoice created in the build to section you enter your customer details you can either select from a list of previously created customer data or you can create a new customer and when you save the document it will automatically be added to the customer data for future use if you know the customer's that registration number and if it's applicable you can enter it here next we move on to the product details the first thing is the product quantity and as with the customers I invoice it provides you with a list of previously created product details that you can select from or you can create a new one and again it will automatically be added to the product details list when you save enter the price and if vat's applicable select the relevant vat code and at the bottom of the document you have a breakdown of your vat details and the totals associated with the invoice on completion select on the document is complete and then save you will receive a message in the document status section indicating if there's any errors or in this case the document has been checked and is correct now simply close and you'll see here the new invoice has automatically been created to edit the invoice you can simply double click on the invoice here or select change and we can edit the quantity in this example we'll increase that to three select when the document is complete and save document you can see here all the totals have changed and again the document has been checked and disc correct if we close we can see here that the value has increased the next document is the new shipping invoice if we select from Quick links now this is exactly the same as a standard sales invoice and the only difference is that it contains shipping details if you're using a specific cier so as before the document number is incremented this time to seven in the bill two we enter the customer name we can select the new customer that we created before all the details are automatically populated so no need to retype here we can enter the quantity product ID again as before the new item we created has automatically been saved and can be applied it remembers the price details that were applied last time these can be amended and will automatically be saved again in the shipping details we have lots of options we'll start with shipping cause standard sale package type boxes number of packages the weight the terms shipping type the date and the time if applicable the package is to ship and the final piece is 10 enter the carrier and then we will select UPS next day in this example and again as before select when a document is complete and save document and everything's okay we get the all clear message and simply close and we can see here now that clearly differentiated from a standard invoice is the new shipping invoice that we just created with all the relevant values