Invoices > Creating an Invoice

Creating an Invoice

To create an Invoice:

1.       From the Finances Main Menu, in the Invoices Module group, click Add to display the Add Invoice dialog.

2.       To search for an existing Contact, select  Search next to the Contact field OR click New to add an invoice.

●         The selected or added Contact will automatically populate the Bill To and Ship To addresses.  To change either of these, click the respective buttons.  A list of Associate records for the selected Contact displays.  Double-click the desired address.

3.       Fill in appropriate information on the top portion of the Add Invoice dialog.

4.       Click the Save icon to save the record and enable the buttons in the Invoice Detail.

5.       Choose one of the following ways to add line items to the invoice:

a.     Click Load Billable Activities to bill for completed services.  All completed, billable activities associated with this contact will be available to be loaded.

b.     Click Rapid Add to bill for single items at list price, select the products you would like to appear on the invoice.

c.     Click Add to add selected products from the drop-down list. Change other fields on the screen as necessary.

Note: Once the screen is open, the system will quickly find the desired product when you start typing the first letters of the product name.

6.       Click the Save icon to save the record.

●         To add another line item to the invoice, click the Add icon and repeat this step as necessary.

ResultsCRM User Help (August 2018)