Create a New Invoice
Proper invoicing is the heart of your business. The quicker you get an invoice into the hands of a customer, the quicker you can get paid. With Industrack Invoices, you can quickly create an invoice from a preloaded price list or by pre-syncing items from QuickBooks. Just fill in the necessary materials, services, and labor hours. In addition to the Invoice Module, you can also create a new invoice from the customer’s profile, the Invoices tab.
How to Create a New Invoice
Creating and sending invoices quickly is essential for timely payments. With Industrack, you can easily create a new invoice by following these steps:
Access the New Invoice Page
- Go to the Invoices Page: Click Add New to open the New Invoice page.
The Adding New Invoice page will open.
Choose the Customer and Location
- Select the Customer: Find the customer in the list or use the search bar to locate them.
- Choose a Location: Once you select a customer, their service locations will appear. Choose the correct one and proceed.
The Invoice Page will come up. Fill in the details to create your invoice.
The Invoice Page
The page has 3 sections, the invoice description, information summary, and invoice details.
Information Summary
The information summary contains customer information with the terms of payment and invoice number.
If the customer you selected has a term assigned to it, the term will automatically apply. If your invoice number is set to autoincrement the invoice number will be automatically generated. Tags associated with the customer selected will auto-populate, you have the option to add/ delete tags.
Give the Invoice a description.
If the Terms of Payment are not set up for the customer or you will be using a different one for the invoice you are creating, click on the Term field and select from the different terms available.
Parts & Services Details
Add the parts and services to the invoice. Click on the parts and service search bar find the part you want from the list and click on it. You can also search for a part by typing in the name or the number/code of the part or service. If the item/s you wanted to add is not on the list, scroll down to the very bottom of the list and there will be an option to create a new item.
Set Quantity: Adjust the quantity as needed. The total price will update automatically.
Removing Items: To delete an item, click the X next to it.
Repeat these steps for each item you want to add to the invoice.
Subtotal: As items are added, the subtotal will update.
Discount and Tax
After adding the details, add a discount and set the tax, if applicable.
- Set Tax: If the customer has a pre-set tax rate, it will apply automatically. To change it or add a new rate, select the tax field, choose a rate, or create a new one.
You can create a new tax rate by scrolling down at the very bottom of the list. Save the tax rate once done.
Discount
Add Discount: If a customer has a pre-set discount, it will automatically apply. To add a custom discount, click Add in the Discount column for each item or apply a discount to the total invoice below the subtotal.
Set discount either in Dollar value or percentage.
Add Discount to the total invoice.
If there are any notes that you need to add to the invoice, add these to the Notes for Customer field.
If you need to further manage the invoice, go to the Actions button and select the option from there. Refer to Manage Invoices for the procedures.
Save the New Invoice
On the Actions, click the Save button to save the new invoice. The invoice will remain open and you can continue working on it. To save and exit the invoice click the Save and Close button.
The new invoice will be added to the invoice list and the Invoice tab of the customer profile.