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Invoice

Invoice Editor

Functions Sub-Functions Description
Description The line item can be defined here.
Unit Cost Cost per unit.
Quantity Number of units.
Line Total Cost X quantity = line total
Add New Line Item Adding an additional line / another specific charge.
Add Saved Line Item Add a line item that is for example commonly used or described specifically. This would be previously saved under “Save Line”.
Remove Line Delete a line / charge on the invoice. Do this by clicking on the red X at the end of the line.
Save Line if you use common line descriptions, you can save them to avoid having to type them out again. Do this by clicking on the blue floppy disk at the end of the line.
Send via Email By marking this, the invoice will automatically be sent to the client, by unmarking the email will not be sent to the client. See also Email System Setup to set an email delay time to undo the sending of messages.
Save as Draft The invoice can be saved in a draft state. Draft invoices can be edited/deleted/saved as an invoice.

Editor Settings

By clicking on the “(change settings)” link in the first line under the table header, you will able to adjust these particular invoice settings:

Functions Sub-Functions Description
Invoice Date Date when the invoice was captured.
Due Date Select a due date for the invoice.
PO Number This is an optional function if you work with Purchase Order numbers.
Discount Apply a discount to the invoice.
Payment Method Select the payment method applicable to the invoice.
Taxes Apply or deduct taxes to the invoice. If you have your tax settings set at Taxes then the invoice will by default comply with those settings.

Create an invoice:

  1. Go to the client’s account in SnapBill and click Invoice center.
  2. Select the document you want to create, i.e. Invoice, from the left navigation menu.
  3. In the Invoice editor table enter the description, unit cost & quantity for your first invoice line. To add another line in your invoice click the green ‘plus’ icon. To delete a line click the red ‘cross’ icon.
  4. When you have finished click the Save as Invoice button.

SnapBill will automatically send your invoice to the client you have selected and store a copy in the Invoices table on the client’s account.

Edit an invoice:

  1. Go to the clients account.
  2. Click the invoice number in the Invoices table.
  3. Click Edit Invoice.
  4. Use the Invoice Editor screen and the “(change settings)” link to make changes to the invoice.
  5. Once complete click Save as Invoice.

A new invoice with unique invoice number will now be created and the old one will be marked as deleted.

Cancel an invoice:

  1. Go to the clients account.
  2. Click the invoice number in the Invoices table.
  3. Click Cancel Invoice.

The invoice will be marked as deleted.

Resend an invoice:

  1. Go to the clients account.
  2. Click the invoice number in the Invoices table.
  3. Click Send to client or Send again.

The invoice will be resent to the client.

invoice.txt · Last modified: 2014/11/05 12:08 by Lisa Adams