To create an invoice follow these steps.
From the main navigation, click on the plus icon.
Choose Record New Sales. The screen will look something like this ...
Next fill in the basic information in the top section. Start with the To field. Begin typing the customers name. After you have typed at least 3 letters, the auto complete dropdown will appear with matches. Keep typing to narrow the matches and select one when ready.
Tip: If this is a new customer, you'll need to add them to Contacts first. You can momentarily open a new tab to do that by right-clicking on Contacts in the main navigation.
Delivery Info is usually the address associated with this invoice, though, it is not strictly limited to that and can even contain delivery instructions. After you have selected the customer this invoice is To, you may notice that the Delivery Info label changes to a blue link. This happens when the customer you selected has address information in their contact record. You can click this link to quickly copy one of their addresses into the Delivery Info field.
Payment Info is used to advice the recipient of the invoice about how and when payment is expected. Add as much detail as necessary.
Adding line items to the invoice
There are 4 ways to add items to the invoice.
You can add lines manually one line at a time. An autocomplete drop down will help you quickly find and select items.
Use a barcode scan gun to add items. Just click the Barcode Scan button to set the screen to listen to your gun. Scan items and watch them appear.
Use an RFID scanner to add items. Click the RF Scan button and follow the prompts.
Use a batch file to add items. Prepare a file containing the item info to be sold and upload it using the Choose File option. This requires a file in a specific format. You can download a template file to get started with by clicking the light bulb icon near the upper left area of the screen.
On line items you can edit description, quantity, price/discount and tax rate. If you are integrated to Xero accounting you can also change sales accounts per line.
Tip: Some fields are not editable unless you have a role which permits it. If you need to edit one of these but don't have permission, you can ask a member of your team who does to escalate your privileges for just this invoice using the option in the gear menu at the upper left of the screen.
After you save the invoice, the screen will update.
From this screen you can:
Edit certain permitted fields
Generate PDF invoice, receipt or gift receipt documents
Record payments to the invoice
Create a Credit Note out of this invoice to reverse it