You can add invoices to ensure clear financial records and accurate payments by following the steps below.
1. Navigate to Finance > Invoices on the Navigation Menu.
The Invoices page is displayed.
2. Click ADD INVOICE.
The Add Invoice page is displayed.
3. Enter/ select the required values in the fields. Refer to the table below for field descriptions and example values.
Field | Description | Example Value |
Invoice Date | The date of creation of the invoice. By default, the current date is taken. | 1/12/2023 |
Payment Terms | The term applicable to make the payment for the invoice.
Note: The dropdown list consists of the payment terms configured in Finance Configurations. | Net 7 |
Due Date | The due date for the invoice will be auto-calculated if the Payment Term is selected from the dropdown list.
Note: If you choose Custom from the Payment Terms dropdown list, the Due date field will be editable for you to choose the due date. |
|
Billing Period | The invoice billing period with the specific starting and ending dates. | 1/12/2023-1/12/2023 |
Internal Notes | The message/notes for internal use. | Need to send a reminder 3 days before the due date. |
Recipients | The receivers of the invoice such as students, groups, or external sources. For more information, refer to Adding Recipients. | Student |
Invoice Item | The items on the invoice. For more information, refer to Adding Invoice Items. | English Books |
Notes | Notes/ remarks to be added to the invoice. | Products shall not be replaced if found damaged. |
Summary | Displays the total amount and its autogenerated breakdown on the invoice. |
|
4. Click Save as Draft or Generate Invoice.
The invoice is successfully created. If you have saved the invoice as a draft, you can generate the invoice later when required.
