Invoices Overview

Invoices Overview

To invoice a customer (organisation) you must first create a sales order.

Once the sales order is created, view it and click on the "Create Invoice" link in the actions box. This link will only be visible if you have assigned a contact (person) to the sales order. This is so that you can email the invoice to them once it has been created.

Once you have created an invoice you can print it by clicking on the print invoice button, or view/edit it by clicking on the edit button.



If you use Xero for your business accounts (and we highly recommend that you do) you can post the invoice directly to your Xero accounts by clicking on the "Post to Xero" link in the actions box.
    • Related Articles

    • Xploite Invoices

      You will be invoiced each month for your use of the system. This page lists all of your invoices. Click on an invoice number to view. You can pay unpaid invoices by clicking on the "Pay by Card" button on the invoice page. To print the invoice click ...
    • Warehouses Overview

      You can setup multiple warehouses if you store stock in different locations. Set them up on this page. When you are adding products you must select which warehouse you are adding the stock to. To transfer stock between warehouses use the stock ...
    • Regions Overview

      When you add organisations you can set which region the organisation is from, such as USA, Europe, Asia etc. To add regions go to "Setup > Regions" and click on the + Region button. To edit a region click on it's name. Regions show on the reports ...
    • People Overview

      People are all the people or contacts that you deal with. People have to be assigned to organisations. To add a person click on the + button at the top right. Avatars By default the system uses Gravatar's but you can override that by uploading an ...
    • Xero Overview

      Xero is an online accounting package including everything you need to run the accounts side of your business from invoices to bank reconciliation. If you have a Xero account you can set it up so that Xploite can post invoices directly into Xero, ...