Sales Invoice — Edit

The Sales Invoice - Edit screen in Manager.io is used for creating new sales invoices or editing existing ones. This guide will help you understand each field and option available on this screen to efficiently manage your invoicing process.

Accessing the Sales Invoice - Edit Screen

1. Navigate to the Sales Invoices tab.
2. Click on the New Sales Invoice button to create a new invoice or select an existing invoice to edit.

Invoice Details

Issue Date

• Description: Enter the date when the invoice is issued.
• Purpose: This date is important for accounting records and determines when the invoice is officially recognized.

Due Date

• Description: Select the payment terms for the invoice.
• Options:
  • On Date of Issue: Payment is due immediately.
  • Net: Payment is due a certain number of days after the issue date.
  • By: Payment is due by a specific date.

Due Date Days (If Net is selected)

• Description: Enter the number of days from the issue date that the invoice is due.
• Purpose: Defines the credit period offered to the customer.

Due Date Date (If By is selected)

• Description: Enter the specific date when the invoice is due.
• Purpose: Sets a fixed due date for payment.

Reference

• Description: Enter a unique reference number for the invoice.
• Auto-Generate: Check the Auto-reference checkbox to automatically generate invoice numbers.
• Form Defaults: To have the Auto-reference option selected by default for new invoices, configure it in the Form Defaults settings.

Customer

• Description: Select the customer for whom the invoice is created.
• Note: Customers must be pre-created in the Customers tab before they appear in this list.

Sales Quote

• Description: Link the invoice to a specific sales quote, if applicable.
• Purpose: Associates the invoice with a sales quote, automatically updating the quote's status to Accepted.

Sales Order

• Description: Link the invoice to a specific sales order, if applicable.
• Purpose: Helps track which sales orders have been invoiced.

Billing Address

• Description: Enter the billing address of the customer.
• Purpose: Provides the customer's billing details on the invoice.

Exchange Rate

• Description: Enter the exchange rate if the invoice is in a foreign currency.
• Purpose: Converts invoice amounts to your base currency for accurate accounting.

Description

• Description: Add an overall description for the invoice (optional).
• Purpose: Provides additional information or context about the invoice.

Line Items

In the Lines section, you can add individual products or services to the invoice.

Adding Line Items

1. Click on Add line to insert a new line item.
2. Fill in the details for each line, such as item description, quantity, price, and account allocation.

Line Options

• Line Numbers (LineNumber):
  • Check this option to display line numbers on the invoice.
  • Helps in referencing specific items when communicating with customers.
• Description Column (Description):
  • Check this option to include a Description column for each line item.
  • Allows for detailed descriptions of items or services provided.
• Discount Column (Discount):
  • Check this option to include a Discount column.
  • Enables you to show discounts applied to individual line items.

Amounts Include Tax

• Option: AmountsIncludeTax
• Description: Check this box if the amounts entered for line items are tax-inclusive.
• Purpose: Determines whether taxes are added on top of line item amounts or included within them.

Rounding

• Description: Select a rounding method from the Rounding options if you need to adjust the invoice total.
• Purpose: Ensures the invoice total aligns with currency rounding requirements or customer agreements.

Finalizing the Invoice

1. Review: Double-check all entered information for accuracy.
2. Save: Click Create (or Update if editing) to save the invoice.
3. Next Steps:
   • The invoice is now ready to be sent to the customer.
   • You can print, email, or generate a PDF of the invoice as needed.

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By following this guide, you can efficiently create detailed and accurate sales invoices in Manager.io, ensuring clear communication with your customers and maintaining precise financial records.