How to create and send an invoice

Modified on Mon, 27 Nov, 2023 at 11:14 AM

To start creating an invoice:

1- Select Income in the main top menu

2- Select Create Invoice

3- Choose the customer you want to invoice from the dropdown menu

4- After choosing the client, if another dropdown menu labeled 'Organizational Unit' appears, select the department or delegation to which you want to send the invoice.

5- Select Continue

6- In the General Data section, add all relevant data to the invoice you want to create

Fields with an asterisk are mandatory.

7- Select Next

8- In the Lines section, add “Name of the product or service” and all relevant data

In Product or Service Name, input the name or description of the product or service you want to add to the line.
In Quantity, add the quantity of the product or service you wish to invoice.
In Price, add the unit price of the product or service you are adding to the line. At the end, the system calculates the result.
Below each line, you will see the Add item from catalog option, enabling you to effortlessly generate lines using the information from your catalog established in OneExpress
Select Add line option to add as many products or services as necessary in the invoice.

Select the three dot and select More Options to add additional data to the product or service
If you select delete, the line will be deleted.

9- In More Options you can add additional parameters for the item you are adding such as Discount

10- Select Next

11- In the Other section, you can add any additional notes or documents

12- In the collection section, you have the option to choose the payment method and set the due date for the invoice.

13- Select Save and Preview, to view the issued invoice

14- Once you have generated the invoice, at the top of the document, will see the main menu featuring various options to manage it:

Modify: You can once again edit certain information on the invoice.
Download: You have the option to download the invoice to your system in various formats
Mark: you can modify the status of the invoice manually.
More: you can use other options such as Create an amendment invoice, Duplicate the invoice, Delete the invoice.