How to Create Invoice in Invoicing 925worksuite ERP 0 0

Overview

This guide explains how to create an invoice in the Finance module. It covers setting invoice details, adding products or services, and saving the invoice for record-keeping or sharing with clients.

Steps

1. Go to Dashboard
2. Click on Finance
3. Click on Invoices
4. Click on Create Invoice
5. Fill in invoice details:
   • Enter Invoice Number
   • Select Invoice Date
   • Select Due Date
   • Choose Currency (NGN ₦)
   • Select a relevant customer or field
6. Configure pricing options:
   • Select applicable fields
   • Choose After Discount if needed
7. Add items to the invoice:
   • Click Select Product
   • Enter Description
   • Input Quantity
   • Enter Unit Price
8. Review item summary
9. Finalize invoice:
   • Add Note for Recipient (optional)
   • Click Save

Expected Result

The invoice will be successfully created and saved in the system, ready for viewing, editing, or sharing with the customer.

Common Errors

• Missing invoice number
• Incorrect or empty required fields
• Invalid pricing or quantity values
• Failure to select a product or service
• Not saving before exiting

FAQs

1. Can I edit an invoice after saving?
Yes, saved invoices can be edited unless they are locked or finalized.

2. Can I create an invoice without selecting a product?
No, at least one item (product/service) must be added.

3. What currency should I use?
Use NGN (₦) or the applicable currency based on your transaction.

4. Can I apply discounts to invoices?
Yes, you can configure pricing and apply discounts before saving.

5. Where can I find saved invoices?
All saved invoices are available under the Invoices section in Finance.