How to create an invoice and credit note
Under the “Customers Invoices” Tab, click “New Invoice” and complete the
necessary information:
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”.
As a precaution, the system will generate a Pro-Forma invoice. To view the invoice, click “Print”:
In order to convert this Pro-Forma invoice, click “Confirm Invoice”
Insert the invoice due date and click “Validate the invoice”, and then select “Yes”:
To view the invoice, click “Print”:
Invoices can also be viewed from the “Invoices” Tab on the main page (right hand side):
Use the search criteria at the top of the page to filter results and find the invoice you’re looking for:
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”.
As a precaution, the system will generate a Pro-Forma invoice. To view the invoice, click “Print”:
In order to convert this Pro-Forma invoice, click “Confirm Invoice”
Insert the invoice due date and click “Validate the invoice”, and then select “Yes”:
To view the invoice, click “Print”:
Invoices can also be viewed from the “Invoices” Tab on the main page (right hand side):
Use the search criteria at the top of the page to filter results and find the invoice you’re looking for: