7.2. How to Create an Invoice?

In TDS CRM, you can create invoice from Potentials as well as Quotes and Sales Order modules. For creating invoice:<./p>

  • Go to Sales > Potentials or Sales > Quotes.
  • In Quotes module, click the link Generate Invoice given in the column of Actions.
  • In Potentials module, click the link Create Invoice given in the section of Actions.
  • By either way, the link will direct you to create invoice page. Here you have to fill the form with the required information. (Refer to the given table for the information you have to provide in invoice creation form. Your system administrator can customize this form as per your organizational requirements).
  • After filling the form, click the Save button to save the invoice.
  • You can view this newly created invoice by tapping the link of Invoice given on toolbar. The link will direct you to the invoice homepage from where you can perform further operations on the invoice.

 

Invoice information  
Subject Mention the subject of the invoice.
Customer number Mention the customer number for whom you are creating the invoice.
Contact name Select the contact name to which the customer is related.
Due date Mention the due date of invoice.
Excise duty Mention if there is any excise duty on the product included in the invoice.
Account name Mention the account name for the invoice.
Assigned to Select the user of group of users to which the invoice has to be assigned.
Sales order Select the sales order for which the invoice is needed.
Invoice date Mention the account name for the invoice.
Purchase order Select the user or group of users to which the quote has to be assigned.
Sales commission Mention the sales commission associated with the sales of the product included in the invoice.
Status Mention the status of the invoice.
Address Information  
   
Billing Information  
Address   Mention the details about billing address information of customers for sending invoices, quotes, etc.
PO Box
City
State
Postal Code
Country
Shipping Information  
Address   Mention the details about shipment address information of customers for shipment delivery.
PO Box
City
State
Shipping Postal Code
Shipping Country
 
Item details  
Item name Select the product for the invoice.
Quantity Mention the quantity of product to be included in the invoice.
Discount Mention if there is any discount associated with the product.
Shipping & handling charges Mention the shipping and handling charges.
Taxes for shipping and handling Mention the amount of taxes for shipping and handling.
Adjustment Mention if there is need of any other adjustment.
Grand total This field shows the grand total after automatic calculation.
Terms and conditions Mention the terms and conditions related to the invoice.
Description information Mention other details about the invoice.