invoice
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
invoice [2014/10/28 11:38] Lisa Adams |
invoice [2014/11/05 12:08] (current) Lisa Adams |
||
|---|---|---|---|
| Line 4: | Line 4: | ||
| ^Functions ^ Sub-Functions ^ Description ^ | ^Functions ^ Sub-Functions ^ Description ^ | ||
| - | | Description | | The line item can be defined here | | + | | Description | | The line item can be defined here. | |
| - | | Unit Cost | | The cost per unit | | + | | Unit Cost | | Cost per unit. | |
| - | | Quantity | | The number of units | | + | | Quantity | | Number of units. | |
| - | | Line Total | | cost X quantity = line total | | + | | Line Total | | Cost X quantity = line total | |
| - | | Add New Line Item | | Adding an additional line / another specific charge | | + | | 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" | | + | | 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. | | | 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. | | | 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. | | ||
| Line 17: | Line 17: | ||
| ==== Editor Settings ==== | ==== 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: | + | 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 ^ | ^Functions ^ Sub-Functions ^ Description ^ | ||
| - | | Invoice Date | | Date when the invoice was captured | | + | | Invoice Date | | Date when the invoice was captured. | |
| - | | Due Date | | Select a due date for the invoice | | + | | Due Date | | Select a due date for the invoice. | |
| - | | PO Number | | This is an optional function if you work with Purchase Order numbers | | + | | PO Number | | This is an optional function if you work with Purchase Order numbers. | |
| - | | Discount | | Apply a discount to the invoice | | + | | Discount | | Apply a discount to the invoice. | |
| - | | Payment Method | | Select the payment method applicable 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 [[tax]] then the invoice will by default comply with those settings | | + | | Taxes | | Apply or deduct taxes to the invoice. If you have your tax settings set at [[tax]] then the invoice will by default comply with those settings. | |
| - | ==== To create an invoice: ==== | + | ==== Create an invoice: ==== |
| - Go to the client’s account in SnapBill and click Invoice center. | - Go to the client’s account in SnapBill and click Invoice center. | ||
| Line 36: | Line 36: | ||
| <WRAP tip>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.</WRAP> | <WRAP tip>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.</WRAP> | ||
| - | ==== To edit an invoice: ==== | + | ==== Edit an invoice: ==== |
| - Go to the clients account. | - Go to the clients account. | ||
| - Click the invoice number in the Invoices table. | - Click the invoice number in the Invoices table. | ||
| - Click Edit Invoice. | - Click Edit Invoice. | ||
| - | - Use the Invoice Editor screen and the (change settings) link to make changes to the invoice. | + | - Use the Invoice Editor screen and the "(change settings)" link to make changes to the invoice. |
| - Once complete click Save as Invoice. | - Once complete click Save as Invoice. | ||
| <WRAP tip>A new invoice with unique invoice number will now be created and the old one will be marked as deleted.</WRAP> | <WRAP tip>A new invoice with unique invoice number will now be created and the old one will be marked as deleted.</WRAP> | ||
| - | ==== To cancel an invoice: ==== | + | ==== Cancel an invoice: ==== |
| - Go to the clients account. | - Go to the clients account. | ||
| Line 54: | Line 54: | ||
| The invoice will be marked as deleted. | The invoice will be marked as deleted. | ||
| - | ==== To resend an invoice: ==== | + | ==== Resend an invoice: ==== |
| - Go to the clients account. | - Go to the clients account. | ||
invoice.1414496286.txt.gz · Last modified: 2014/10/28 11:38 by Lisa Adams
Page Tools
Except where otherwise noted, content on this wiki is licensed under the following license: GNU Free Documentation License 1.3
