How to create an invoice and credit note
Under the “Customers Invoices” Tab, click “New Invoice” and complete the
necessary information:
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Whatever you input in the “Description” field, will show on the invoice (eg:
Kruger Holiday – 50% Deposit or Kruger Holiday – Full Payment).
Use
the “Add Line” button to create additional lines to be shown on your invoice.
Click “Save & Close”.
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As a precaution, the system will generate a Pro-Forma invoice. To view the
invoice, click “Print”:
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In order to convert this Pro-Forma invoice, click “Confirm Invoice”
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Insert the invoice due date and click “Validate the invoice”, and then select
“Yes”:
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To view the invoice, click “Print”:
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Invoices can also be viewed from the “Invoices” Tab on the main page (right
hand side):
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Use the search criteria at the top of the page to filter results and find the
invoice you’re looking for:
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