How to Create an Invoice on LEDGERS
Creating invoices on LEDGERS is as straightforward as it gets! With three ways to access the invoice creation page and an intuitive setup, you’ll have your invoices out in no time. Here’s how:
Navigating to the Invoice Creation Page
Method 1: From the Create Menu
Method 1: From the Create Menu
In the top main menu, click Create.
Under Sales, select the Invoice button.
Method 2: From the Sales Menu
Method 2: From the Sales Menu
In the left menu ribbon, click Sales. A list of invoices will appear.
To create a new invoice, click the + sign at the top right of the list.
Method 3: From the Manage Menu
Method 3: From the Manage Menu
Go to Manage in the top menu.
Under Sales, select Invoice. The invoice list appears, where you can click the + sign to create a new invoice.
Filling Out Your Invoice Details
Auto-Filled Details:
Once on the Create Invoice page, the Date and Invoice Number fields are automatically filled for you.
Adding the Customer:
Start typing the Customer Name in the designated box.
Choose from the list of existing customers or create a new one right there!
Adding Items:
Type the Item Name to select from existing items, or add a new item if needed.
Set Quantity: Click on the quantity box to adjust the quantity as per your order.
Edit Price & Discount: Click the price box, and a popup appears where you can:
Update the Price.
Add a Discount.
Select the applicable VAT.
Note: As you add items, blank rows will appear automatically for additional items.
Adding Notes:
Enter any extra details or notes in the text box at the bottom of the invoice. These will appear on the final invoice document.
Finalizing Invoice Options
Right Sidebar Settings:
Branch Selection: The default branch is selected, but you can change it here.
Place of Supply (POS): Auto-selected if customer address details are available.
Currency: Defaults to the customer’s base currency.
Due Date: Choose the payment due date for the invoice.
Notifications: Toggle this option if you want a notification sent to the customer.
Mark as Paid: Use this if the payment has already been received.
Create the Invoice:
Click the Create Invoice button on the right to finalize your invoice.
And that’s it! Your invoice is now created, ready to be sent to your customer, and you’re one step closer to getting paid.
Happy Accounting!