How to create invoices in Simply CRM

Simply CRM supports invoices, allowing you to bill customers for your services and products.

An invoice represents a bill statement issued for services and products provided to the customer. It is usually sent to the customer upon purchase and it contains the details of the purchased items.

Create an invoice

If you want to create an invoice, open Invoices under the Inventory tab on the left menu.

In the new window, press the Add Invoice button and fill in the necessary information. Press Save to confirm the creation of the invoice.

Item details

In the Invoices module, you will have a new block called Item Details, which will provide you with greater flexibility, allowing you to add and edit products and services, as well as manage their prices.

To use the Item Details block, open the Invoices module from the Inventory tab. In the create or edit view of an invoice, you will find this block at the bottom of the page.

You will find a detailed breakdown of each option in the Item Details block below.

FieldDescription
Tax Region Allows you to select the tax region from the drop-down menu
CurrencyAllows you to choose the preferred currency from the drop-down menu
Tax Mode Allows you to specify the tax mode – individual or group
Product Allows you to add products to the invoice
ServiceAllows you to add services to the invoice
Discount Allows you to offer discounts on the invoice items
Add Product Allows you to add a new product block
Add ServiceAllows you to add a new service block

Create an invoice from an opportunity

After you win a deal and close a sale, you can create an invoice from an Opportunity record by following the instruction below.

Under Sales, click on Opportunities.

Select the desired Opportunity record from the list view of records to open the detailed view of the given opportunity.

Then, press the More button to open a drop-down menu and press Create Invoice.

Create an invoice from a quote

After your quote gets approved, you can use that quote to create an invoice which will automatically use all of the quote’s information.

Follow the instruction below to create an invoice from a Quote record.

Open the Quotes list view and press on the desired record to open the detailed view. There, you will need to click on the More button and use the option Generate Invoice.

If necessary, you can edit the invoice details, before you press Save to confirm the creation of the invoice.

Create an invoice from a sales order

When you create a Sales Order, you can use its record to automatically generate an invoice with the same information.

Follow the instruction below to create an invoice from a sales order.

Open the Sales Order module from the Inventory tab on the left menu and click on the desired record in the list view.

In the detailed view of your preferred record, press the More button to open a drop-down menu with additional options. Choose Create Invoice and modify the invoice details according to your needs. Press Save.

Manage invoices

Operations you can perform from the list view of invoices

Similar to other modules, the Invoices module allows you to perform various actions from the list view. To explore these options, open the Invoices homepage.

In the top left corner, you will have the option to edit, delete or comment on the selected invoice records. Press on the More button to Find Duplicates in the selected range or export it to an external file.

In the top right corner, you will find the Customize button, which will open additional options, allowing you to edit the fields with the Layout Editor, configure workflows that will automatically perform certain tasks or modify the picklist values using the Picklists Values option.

Operations you can perform from the detailed view of invoices

The detailed view allows you to perform operations over a certain invoice record. To access the detailed view, you will need to open the Invoices module by selecting Invoices under Inventory on the left menu and pressing on the desired record.

This will allow you to perform various actions on the selected invoice – you will be able to tag the record, edit or delete it, export it in PDF format, send it via email, create payments or sales orders, etc.

Associate invoices with other records

If you associate Invoices with other modules, you will be able to display a complete view of its relations as well as the entire log history.

FieldDescription
Activities Allows you to schedule tasks
Documents Allows you to associate documents with your invoices
Assets Allows you to associate assets with your invoices
Payments Allows you to accept online payments on the invoices
Updates Allows you to track all changes on the invoices

Payments for invoices

By default, Simply CRM provides you with many-to-many relationships between payments and invoices. This means you can relate multiple invoices to a single payment record.

To create a payment record for multiple invoices, open Payments from the Inventory tab on the left menu.

In the new window, press on the Add Payment button to open a drop-down menu and select Payment From Customer.

Updated on 30/11/2019

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