Customer Invoice: Difference between revisions

From eStream Software
 
(5 intermediate revisions by 2 users not shown)
Line 2: Line 2:


==Introduction==
==Introduction==
* General invoice to customer likes services, insurance, or any non-stock control billing.  
* General invoice to customer like services, insurance, or any non-stock control billing.  
* Besides that, you can check the invoices status such as outstanding and payment history.
*Do note that you CANNOT select any item codes in Customer Invoice.
 
*use customer invoice to check the status of outstanding and payment history.
::[[File:Customer Invoice-Browse.jpg|640px]]
[[File:Cust invoice.png|center]]
 
<br />


==Customer Invoice - Entry==
==Customer Invoice - Entry==
1. Click on '''New''' button. <br />
:1. Click on '''New''' button.
2. See the New Customer Invoice entry form screenshot below.<br />
:2. See the New Customer Invoice entry form screenshot below.
::[[File:Customer Invoice-New.jpg|640px]]
[[File:Cust invoice2.png|center]]
<br />
:3. Select the Customer Code. You direct key-in and search by either '''customer code''' or '''name'''.
 
* press the TAB button on your keyboard to shift the search method. The highlighted column indicates the search by column
3. Select the Customer Code. You direct key-in and search by either '''customer code''' or '''name'''.<br />
[[File:cust invoice-tab.png|800px|center]]
4. Input the '''Sales A/c''' and amount to be credit.<br />
:4. Input the '''Sales A/c''' and amount to be credit.
5. Below is the example of the entry created:<br />
:5. Below is the example of the entry created:
::[[File:Customer Invoice-Edit.jpg|640px]]<br />


  Double Entry will be:-
  Double Entry will be:-
                                   DR        CR
                                   DR        CR
   Customer Control Account   RM500.00
   AB ENTERPRISE SDN BHD   RM500.00
   Service charge                        RM500.00
   Sales Account                          RM500.00
<br />


==Customer Invoice - Project==
==Customer Invoice-More: Project==
* There are 2 types of project you need to be take note.
* There are 2 types of project you need to be take note.
# Document Project
# Document Project
Line 32: Line 28:
* For '''document project''', you need to point to '''MORE''' section '''(on the left side bar)'''.
* For '''document project''', you need to point to '''MORE''' section '''(on the left side bar)'''.
* For '''detail project''', you have to insert the '''project''' column out from Field Chooser.
* For '''detail project''', you have to insert the '''project''' column out from Field Chooser.
::[[File:Customer Invoice-Project.jpg|640px]]
[[File:cust invoice project.png|800px|center]]
 
{| class="wikitable"
|-
! '''Label''' !! '''Types''' !! '''Explanation'''
|-
| A || Document Project || It represent the project for a document to be debit.
|-
| B || Detail Project || It represent the project for individual GL Account to be credit.
|}
<br />
 
==Customer Invoice - Attachment==
==Customer Invoice - Attachment==
* It is very useful to attach any supporting documents to an invoice.  
You can use this feature to attach external PDF, excel, word documents and image files.
* In future, you able to retrieve and refer the attachment file easily.
[[File:cust invoice attachment.png|800px|center]]
::[[File:Customer Invoice-Attachment.jpg|640px]]
:1. Go to the left of the screen and click "Attachment"
<br />
:2. Click the small black arrow at the red plus icon
:3. select File , and choose the file form your computer that you want to attach
==Customer Invoice - Note==
:1. Click on the Note section '''(on the LEFT side bar)'''.
:2. '''RIGHT''' click it, you will see the '''Rich Text Editor''' pop-up.
:3. You can start key-in the note. See the example screenshot below.
:4. Click on '''X''' button to save and exit the '''Rich Text Editor'''.
[[File:cust note1.png|800px|center]]
[[File:cust note2.png|800px|center]]
:5. You will get prompted the '''Save changes?''' message. Click '''YES''' to save it.
[[File:Cust note3.png|800px|center]]


1. You have to point to the attachment section.<br />
==Customer Invoice - Invoice Description==
2. Click on ( + ) button to insert the filename path.<br />
:1. To show the document description in Customer Statement, eg. '''Sales Invoice for A&B'''.
3. See the sample screenshot below.<br />
[[File:Customer Invoice-Description.png|800px|center]]
::[[File:Customer Invoice-Attachment2.jpg|640px]]
:2. Sample of customer statement screenshot below.
<br />
[[File:Customer Invoice-Description2.png||800px|center]]


==Customer Invoice - Note==
==Customer Invoice - Report==
1. Click on the Note section '''(on the LEFT side bar)'''.<br />
*After saving your customer invoice, you can preview your report.  Press the preview icon to preview your invoice report
2. '''RIGHT''' click it, you will see the '''Rich Text Editor''' pop-up.<br />
* You can print, export your report, or send it to your customer via whatsapp.  
3. You can start key-in the note. See the example screenshot below.<br />
[[File:cust invoice preview report.png|800px|center]]
4. Click on '''X''' button to save and exit the '''Rich Text Editor'''.<br />
::[[File:Customer Invoice-Note.jpg|640px]]
<br />


5. You will get prompted the '''Save changes?''' message. Click '''YES''' to save it.
::[[File:Customer Invoice-Note2.jpg|400px]]
<br />


==Customer Invoice - Invoice Description==
== How to send report via Whatsapp==
* To show the document description in Customer Statement, eg. '''Sales-Oct 2012'''.<br />
[[File:report send 1.png|center]]
::[[File:Customer Invoice-Description.jpg|640px]]
[[File:report send2.png|800px|center]]
<br />
A QR code will appear on the screen. Scan the QR code with your Whatsapp's WhatsappWeb function


* Sample of customer statement screenshot below.
==See also==
::[[File:Customer Invoice-Description2.jpg||640px]]
* [https://wiki.sql.com.my/wiki/account4:Contents SQL Accounting]
<br />
* [[Print Customer Statement]]

Latest revision as of 05:57, 26 May 2021

Menu: Customer | Customer Invoice...

Introduction

  • General invoice to customer like services, insurance, or any non-stock control billing.
  • Do note that you CANNOT select any item codes in Customer Invoice.
  • use customer invoice to check the status of outstanding and payment history.
Cust invoice.png

Customer Invoice - Entry

1. Click on New button.
2. See the New Customer Invoice entry form screenshot below.
Cust invoice2.png
3. Select the Customer Code. You direct key-in and search by either customer code or name.
  • press the TAB button on your keyboard to shift the search method. The highlighted column indicates the search by column
Cust invoice-tab.png
4. Input the Sales A/c and amount to be credit.
5. Below is the example of the entry created:
Double Entry will be:-
                                  DR         CR
 AB ENTERPRISE SDN BHD   RM500.00
 Sales Account                          RM500.00

Customer Invoice-More: Project

  • There are 2 types of project you need to be take note.
  1. Document Project
  2. Detail Project
  • For document project, you need to point to MORE section (on the left side bar).
  • For detail project, you have to insert the project column out from Field Chooser.
Cust invoice project.png

Customer Invoice - Attachment

You can use this feature to attach external PDF, excel, word documents and image files.

Cust invoice attachment.png
1. Go to the left of the screen and click "Attachment"
2. Click the small black arrow at the red plus icon
3. select File , and choose the file form your computer that you want to attach

Customer Invoice - Note

1. Click on the Note section (on the LEFT side bar).
2. RIGHT click it, you will see the Rich Text Editor pop-up.
3. You can start key-in the note. See the example screenshot below.
4. Click on X button to save and exit the Rich Text Editor.
Cust note1.png
Cust note2.png
5. You will get prompted the Save changes? message. Click YES to save it.
Cust note3.png

Customer Invoice - Invoice Description

1. To show the document description in Customer Statement, eg. Sales Invoice for A&B.
Customer Invoice-Description.png
2. Sample of customer statement screenshot below.
Customer Invoice-Description2.png

Customer Invoice - Report

  • After saving your customer invoice, you can preview your report. Press the preview icon to preview your invoice report
  • You can print, export your report, or send it to your customer via whatsapp.
Cust invoice preview report.png


How to send report via Whatsapp

Report send 1.png
Report send2.png

A QR code will appear on the screen. Scan the QR code with your Whatsapp's WhatsappWeb function

See also

Retrieved from "https://wiki.sql.com.my/index.php?title=Customer_Invoice&oldid=11170"
Last modified
This page was last edited on 26 May 2021, at 05:57.