Invoices Beginner Guide

Invoices Overview

Select Invoices from the menu on the left to see the overview of invoices.

Add Invoice

To add an invoice, select Add Invoice in the top right.

Search Invoices

Search current invoices using the search bar in the top left.

Invoice Details

Each invoice will have the following details on the overview page:

Invoice number
Purchase order number
Company Name
Client
Value
Date
Actions
- Select the Eye icon to view details for this invoice
- Select the Trash icon to delete this invoice

View Invoice Details

View Invoice

Select the Eye icon to the right on an invoice on the overview page to see details of an invoice.

Invoice Details

Top Controls

The top of the invoice has four controls:

Select the pencil icon to edit this invoice
Link to a project using the drop down menu
Push to Quickbooks. This will allow you to login and export to your QuickBooks account.
Mark as Void for this invoice

Invoice Details

The top section of the invoice will list the following details:

Invoice Date
Company
Company contact. Select the blue arrow to see the contact details.
Tax percentage
Invoice ID number
Billing address
Remittance Address
PO#
Toggle for Approval. This will list who approved it after toggled.
Due Date
Invoice status
Payment Terms

Invoice Item Listing

Each invoice list will the following for each item:

Item Category
Item Name
Description
Quantity
Unit Price
Total Price
Tax Toggle

Email, PDF, and Print options

The right side of the screen will list three circles: Email, PDF, and Print.

Email will pop up an input form to email employees or contacts this document. Select the Plus sign on the right to add more recipients. Select Send to send to the select recipients and Close to cancel the email.

Select PDF to down a PDF of the Expense for your records.

Select Print to print a copy for your records.

Invoice Totals

Totals section

The last section will list a subtotal for the invoice items, the applicable tax, and a total for the invoice.

Add or Edit Invoices

Add New Invoice

To add a new invoice, select Add Invoice from the overview page

Edit Invoice

To edit an existing invoice, select the pencil icon when you are on the details page

Invoice Details

The details included in the top section are:

Invoice Date
Company
Contact
Tax Percentage
Invoice ID - this is automatically generated
Billing Address
Due Date
Remittance address - this is automatically pulled from the company
PO#
Link to a Project
Status: Not Paid, Partially Paid, or Paid
Payment Terms

Invoice Item Listing

The next section lists the items in the invoice. Each item will list:

Item Category
Item Name
Description
Quantity
Unit Price
Total Price - this is auto calculated
Toggle for if this item is taxable or not
Trash icon to delete an item

Add new items by selecting the bottom grey bar. This will populate a new entry above.

Totals, Memos, and Documents

Totals

The next section will list the sub-total, tax, and total for the invoice.

Memo

The bottom section lists an area for memos related to this invoice

Documents

Select Upload New File to upload a file to this Purchase Order.

Other controls

The Bottom will list Create Invoice or Update Invoice depending on if you are creating or editing this document. Select Cancel to move forward and not save any changes.