How do I create an invoice for a customer?
Keldon
Last Update 4 年前
- To quickly create an invoice, click on the +Invoice button on the top left.
- Here you can:
- Click on New Customer if the customer isn't added yet.
- Or you can search for an existing customer by typing the customer's name in the search box and clicking on the customer.
- If you have the Cash Account feature enabled (usually for retails stores), you can choose Cash Account.
- Next you will land on the page to create the invoice. You can choose to invoice items now or choose to invoice later. This is a convenient way to add items that needs to be on an invoice later or to allocate stock for a future invoice for instance.
- Under Invoice Details you will see the custormer's name, date and you can give an invoice title.
- When invoicing you can insert the quantity at the left, add the description, price and discount if applicable.
- If you have the stock module enabled:
- If you have the user permission to do so, you can choose between a stock entry or a manual entry by clicking the icon under the Type column.
- If Stock is selected, WolfAdmin will automatically search for the stock when typed in the description box.
- Stock will automatically be allocated from inventory to the invoice as well as the price of the item. If stock needs to be added you can click on +Stock.
- Manual Entries have no effect on stock in inventory.
- You can set whether invoices should default to Stock or Manual Entries by going to Admin > Company Settings and finding the setting Default Line Items under the Stock section.
- You can also choose to add a receipt now (which is required if you're using the Cash Account). If not, you can simply create a receipt by opening the invoice or customer later, or from the top menu Customers/Sales > + Receipt.
- Click on Create Invoice when done. The invoice is now created with a preview. Now you can conveniently email the invoice to your customer from here, print or save as PDF, or you can choose to edit the invoice, cancel it, or create a receipt among others.

