To create new invoice go to Sales -> Invoices and click on the button Create new invoice
Select Customer, when selecting a Client the customer information will be fetched directly from the customer’s profile. Another option is that you can click on the edit icon and directly add the desired customer information, this also is applied for the billing information they are also fetched when selecting a customer.
NOTE: If you want the billing details to be auto populated when selecting the customer you need previously to have added Billing details in the customer profile.
Billing and Shipping – If you change the billing and shipping information after selecting a client and click on the edit icon, this will be changed for the Invoice but in the customer profile the information will remain the same.
Allowed payment modes for this invoice – Select allowed payment modes for the invoice you are creating, if you customers pays online using ClearCRM payment gateways they will be visible in the invoice html area and when recording payment for invoice from admin area.
Currency – The currency is automatically selected based on your default currency or currency set for the selected Customer you selected previously in the customer profile.
INVOICE Number – Number is automatically populated Eq. 00012 next will be 00013.
This number its fetched from Setup->Settings->Finance->Invoice– Next Number the number its auto increment but you can change the next number in Setup->Settings->Finance->Invoice.
Customer note is visible to client side also, on the HTML invoice and PDF invoice.
You can setup terms directly in the invoice or you can have predefined terms which will be auto populated. To setup predefined terms go to Setup -> Settings -> Finance -> Invoice scroll down and you can populate the fields as it fits you.
Sale Agent – You can select sale agent for this invoice then then generate reports in Reports->Sales->Invoices Report. Note that the sale agent full name will be shown on the invoice if in Setup->Settings->Finance->Invoice-> Show sale agent on invoice is set to yes, see picture.
The items will be stored separately for each invoice and changing the items informations in Sales->Items wont affect the already created invoices with specific item/s.
Admin note is only for admins/staff members.
Customer note is visible to client side also, on the HTML invoice and PDF invoice.
Click Save.
While editing/creating invoice the adjustment option is always available if you want to +- the total amount
