Seamlessly Create and Manage with JSuitesCloud Invoice
Invoice Symphony: Harmonizing Effortless Creation and Seamless Management Brilliance!
Features
Effortless Invoice Creation
- Intuitive access through the Sales section.
- Streamlined steps to create a new invoice.
- Customizable invoice details, including client selection and reference.
- Automatic tax, discount, and total amount calculations.
Comprehensive Invoice Details
- Client-specific selection and invoice number options.
- Flexible invoice and due date adjustments.
- Tax and discount specification for accurate billing.
- Inclusion of additional notes for clarity.
Itemized Invoice Management
- Easy entry of item details with quantity and rate.
- Automatic calculation of tax, discount, and total amounts.
- Dynamic item addition/removal with "Add Row" functionality.
- Seamless integration with employee and payment terms.
Total Transparency in Calculation
- Real-time calculation of total tax and discount.
- Inclusion of shipping fee and extra discount options.
- Automatic grand total calculation for quick reference.
- Error-free generation with a single click.
Efficient Invoice Oversight
- Centralized access through the "Manage Invoice" section.
- Comprehensive overview with key columns displayed.
- User-friendly options to view, edit, and manage invoices.
- Quick search, navigation, and data export capabilities.
How to use the Invoice
Log in
First things first, let’s get you logged in.
- Access the system by entering your credentials.
- Locate the sidebar on the left-hand side to begin your invoice journey.
Initiate New Invoice
- Ensure the client is registered in the CRM system.
- Navigate to the “Sales” section by clicking on “Sales” in the left sidebar.
- Select “Invoices” and then click on “New Invoice” to begin creating a new invoice.
Invoice Details
- Search and select the client for the invoice.
- Input necessary details such as Invoice Number, Reference, Invoice Date, Invoice Due Date, Tax, Discount, and Invoice Note.
- Add item details, including name, quantity, rate, tax percentage, discount, and product description.
Total Calculation
- The system automatically calculates Total Tax and Total Discount based on entered values.
- Input the shipping fee and any extra discount.
- Grand Total (MYR) is automatically calculated based on all information entered.
Generate Invoice
- Click the “Generate Invoice” button to finalize and create the invoice with the provided information.
Manage Invoices
- Navigate to “Sales” and select “Invoices,” then choose “Manage Invoice.”
- View existing invoices in the table displaying Invoice Number, Customer, Date, Amount, Payment, and Status.
- Use settings (accessible via the “+” button) to view, edit, make a payment, email, SMS, print, preview, change status, cancel, or upload files.
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