Invoices (Mobile Invoices App)
Sales Invoices are the bread and butter of your business, so to speak. For goods that you sell, or services you provide, a tax invoice is issued, and payment is expected from the customer. Your Cashflow Manager Program and Application helps you keep track of outstanding invoices and which customers owe you money.
This is a list of Invoices created in your Cashflow Manager Program or Application.
The Invoice List allows you to see the invoices created for customers, the total amounts, and current status.
To quickly and easily search for an existing Invoice, type the Invoice Number or Customer Name in the search bar at the top of the screen.
Add a New Invoice
To add a new sales invoice, press the [+]button at the top right corner of the screen.
This will take you to the Invoice Details screen, where you can add the invoice details, items, and totals.
Add Details to Your Invoice
The Date and Invoice Number are automatically generated. The Invoice Type defaults to Order/Invoice.
To add and edit details of the invoice, press the [Edit]button at the top right corner of the screen.
Press the relevant field you wish to add or edit details:
The Invoice Datecan be edited by scrolling and selecting the correct date.
The Customercan be selected by pressing the relevant customer from the list.
The Invoice Status or Type – can be edited by scrolling and selecting the relevant choice.
- Order/Invoice: A standard tax invoice or agreement for provision of goods and services.
- Quotation: Quote a customer for goods or services, expecting an order. When the quote is successful, the status can be changed to Invoice
- Hold Open: Create an invoice but do not allow finalising just yet.
- Finalised: A tax invoice issued to a customer ready for payment (also referred to as ‘posted’ or ‘closed’, but does not necessarily mean ‘paid off’).
Once the invoice details have been completed, press the [Done]button at the top right corner of the screen.
Add Items to Your Invoice
To add items to your invoice, press the [Items]button on the invoice.
Tap the [+]button in the top right corner of the screen.
Adding items to an invoice can be done in two ways. You can simply type in the details of the item to be included on the invoice, or you can select an Inventory Item from the Inventory list.
To select an Inventory Item from the list, press [Select Inventory Item], and select the item.
This will now pre-fill the item code, description, tax type, unit price, quantity, calculated tax, and line total of the invoice. These fields can be edited by selecting the relevant field and entering the information.
Once the invoice line details have been completed, press the [Done]button at the top right corner of the screen.
Multiple itemscan be added individually by following the above process.
View the Totals of Your Invoice
To view the totals of the invoice, press the [Totals]button on the invoice.
The following totals will be pre-filled:
- Total Excluding GST
- Total GST
- Total Including GST
- Amount Received
- Balance Due
Finalise and Un-Finalise an Invoice
To finalise an invoice, move the round finalisebutton to the right. The colour of the tab will turn green.
This will now allow you to receipt the invoice.
To Un-finalise an Invoice that has not been receipted, move the round finalisebutton to the left.
To Un-finalise an Invoice that has been receipted, you will need to remove the receipt from the Cashflow Manager Program. Once this is done, the invoice can be un-finalised on the invoice in the Cashflow Manager Program, or Application.