The Sales Invoices tab in Manager.io is used to request payments from customers for goods or services provided. When you create a sales invoice, the customer's subaccount balance in the Accounts Receivable control account increases.
To create a new sales invoice, click the New Sales Invoice button.
For more information on creating and editing sales invoices, see Sales Invoice Form.
If your invoices include Inventory Items, by default, they will decrease your Qty Owned and increase your Qty to Deliver for those items. This indicates that inventory items have been sold (no longer owned by you) but are still physically on hand because you haven't delivered them to your customer.
To deliver inventory items to the customer, create a New Delivery Note, which will reduce both Qty on Hand and Qty to Deliver. See Delivery Notes for more information.
Alternatively, you can make the sales invoice act as a delivery note at the same time by checking the Acts as Delivery Note checkbox on the sales invoice form. This will allow you to select an Inventory Location. A sales invoice that acts as a delivery note will decrease Qty on Hand instead of increasing Qty to Deliver.
The Sales Invoices tab features several columns that provide detailed information about each invoice. You can customize which columns are displayed by clicking the Edit Columns button.
For more information, see Edit Columns.
Below is a description of each available column:
The Issue Date column displays the invoice's issue date.
The Due Date column shows the invoice's due date. It always presents the specific date, even if you've indicated the invoice is due a certain number of days after the issue date.
The Reference column displays the invoice's reference number.
The Sales Quote column shows the reference number of the sales quote associated with the invoice.
The Sales Order column displays the reference number of the sales order to which the invoice is connected.
The Customer column displays the name of the customer to whom the invoice was issued.
The Description column provides an overall description of the invoice, rather than detailing descriptions for each line item. To see descriptions for individual line items, refer to Sales Invoice Lines.
The Project column displays the name of the project associated with the invoice. Projects are selected for each line item, so a single invoice may include multiple projects. In such cases, the column will list all involved projects.
The Division column shows the name of the division associated with the invoice. Since divisions are chosen for individual line items, a single invoice may include items from several divisions. If this occurs, the column will list all involved divisions.
The Withholding Tax column displays the withholding tax amount for the invoice. This column will be blank if the invoice does not include withholding tax.
The Discount column shows the total discount applied to all line items. If no discount has been applied, this column will remain empty.
The Invoice Amount column displays the sum of all totals from individual line items.
The Balance Due column indicates the remaining amount the customer needs to pay for the invoice.
The Days to Due Date column shows the number of days left until the invoice's Due Date. If the invoice is past its due date, this column will be blank.
The Days Overdue column indicates the number of days an invoice is overdue. If the invoice isn't overdue yet, this column will remain blank.
The Status column indicates if an invoice is Paid, Unpaid, or Unpaid and Overdue.
You can use Advanced Queries to manipulate and interact with the data on the Sales Invoices screen. For instance, if you wish to view exclusively the overdue sales invoices, organized by how many days they are overdue, you could customize your search with an advanced query.
You can also group your invoices by customer to view total sales invoice amounts for each customer.
These are just a few ways you can benefit from advanced queries. You have the flexibility to use any column, including your custom fields, in your advanced queries, opening up a wide range of possibilities. For more information, see Advanced Queries.
By following this guide, you can effectively manage your sales invoices in Manager.io, customize the data you view, and leverage advanced queries for deeper insights into your invoicing processes.