Customer Invoice

From eStream Software

Menu: Customer | Customer Invoice...


  • 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
 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