User Tools

Site Tools


Sidebar

Help

Getting started

Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company

invoice_create

Invoice Creation / Update

Invoice can be created from order where user views the order details by clicking on customer name. Only one invoice can be created for one order.

To create new Invoice

Method 1

  1. Click Order> View > Options > Create Invoice

Method 2

  1. Click Order> View > Invoice Details > Add New
  2. Add the invoice details as required. (Refer to the tables below)
  3. Click Next button to go to the next tabs (Customer Details, Invoice Details, Payment Details)
  4. Click Finish

To edit an Invoice

  1. Click Invoice > Customer Name
  2. Invoice | View Page, click Options > Edit Details
  3. Invoice | Edit Page, Modify the details as required. (Refer to the tables below)
  4. Click Finish

Customer Details

You can add the customer basic information such as name and contact details in this tab.

Field Name Required Description
First Name First name of the customer
Last Name Last name of the customer
Company Name Business or company name if it is a commercial customer
Email ID Email of the customer captured can help you to have a long term contact with the customer.
Home Phone Fixed telephone line contact number of the customer
Mobile Phone Mobile phone contact number of the customer
Fax Fax contact number of the customer
Business Number This is required if it is a commercial/business customer
Type Type of the customer. Either residential or Commercial can be selected

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed to the next tab if ignored.


Customer Address

Details of the customer address can be entered here.

Field Name Required Description
Address Line1 Street number of the site
Address Line2 Street name of the site
City/Suburb City/Suburb name of the site
State State name of the site
Postcode Postcode of the site

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed to the next tab if ignored.


Installation Address

Details of the Installation address can be entered here.

Field Name Required Description
Address Line1 Street number of the site
Address Line2 Street name of the site
City/Suburb City/Suburb name of the site
State State name of the site
Postcode Postcode of the site

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed to the next tab if ignored.


Invoice Details

Invoice date and Due date can be entered here. Invoice status will be set as new for default.

Field Name Required Description
Invoice Date Select Invoice Date
Due Date Select Due Date for Invoice
Status Invoice status set as new for default

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed to the next tab if ignored.


Product Details

Details of the product can be entered here.

Field Name Required Description
Size Size of the system
Inverter Model of the inverter
Panels Number of Panels
Watts Watts of the product
Brand Brand of the product
Site Details Details of the site e.g Double Storey, Tile/Pitched
Recs Number of recs (Not available for Australia)

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed to the next tab if ignored.


Payment Details

Details of the payment can be entered here.

Field Name Required Description
Order Total Total amount of order
Mode Of Payment Mode of payment
Deposit Deposit amount

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed to the next tab if ignored.


Additional Invoice Items

This is the optional field for additional items. Click on “Add Item” to add additional item and its amount. Items can be deleted by clicking on “Delete” icon.

Field Name Required Description
Item Name Name of the additional item
Amount Additional cost amount
Add / Deduct To determine whether to add or deduct from Invoice

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed to the next tab if ignored.


invoice_create.txt · Last modified: 2019/02/28 13:20 (external edit)