Sales Invoices

 

Watch this video to see how you can create a sales invoice to send to your customer when they buy a product from you.

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This useful tool will allow you to create an invoice to send out to your customer with their product order.

To open the Application, click on Sales Invoices from the Dashboard.

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This will take you to the Sales Invoices page. If you have no invoices created yet, the table will be empty. Otherwise, you will see a lit of previously created Invoices.

To create a new Invoice, either use the easy access menu at the top of the page and select Sales Invoice then create, or click on the Create button on the top right.

1. Once you’re on the Create Sales Invoice page, input the Invoice Number you want to start with. If you start with No. 1, the next time you create an invoice, the Invoice Number box will automatically populate with the next number in sequence i.e. no. 2 then 3 etc. This is an editable field.

2. If you have an Amazon order reference number, you can input it here and it will appear on the Sales Invoice.

3. The date will automatically populate but can be amended.

4. Choose the Company Name that is selling this Product.

5. Select the Marketplace that your Product is being sold in.

6. Once you select the Marketplace, the currency will automatically populate for that country. You are able to change this field, however, the tax rate for the Marketplace will apply for the Marketplace you chose and not the currency.

7. The tax invoice box is automatically checked when you open this page. If you do not want a tax invoice, you can uncheck the box.

8. The tax rate will automatically populate for the Marketplace that you chose. This should not be changed unless the state or region you are selling in for a particular country has a different rate of tax.

9. Add in your customer name, phone and email details. Only the customer name is mandatory.

10. Add in the customer address details.

You will add the Product details on the bottom half of the page.

If you checked the Tax Invoice box, the tax value column will be shown.

When you select a SKU, the description and unit price will be populated.

Then add in the unit quantity. The total unit price will show the unit quantity multiplied by the unit price.

When you set up your sales price in the Product Common Data, if you choose tax excluded, this is the price that is brought forward as the unit price. So if the tax excluded price was $20, the unit price brought forward would be $20.

If the tax invoice box was checked, then tax would be added onto $20 at a rate of 8.25%.

However, if the sales price in the Product Common Data was set to tax included, the unit price would show as $20 less the tax rate of 8.25%. When the tax is added on at the rate of 8.25%, the line total for one single unit would then show as $20.

Therefore, it is very important that the information you have set up in your Product Common Data is accurate.

If this information hasn’t been populated, the default will be set to tax included so the unit price would show the net figure i.e. sales price less the tax amount and the line total will show the tax included amount which would be the sales price added in the Product Common Data.

The example shown below has a sales price of $20 with a tax included status.

If you are selling more than one Product to a customer, just click on Line Item to add another line. To delete the line, just click on the red cross to remove.

Click on Sundry Line to add in any Sundries such as delivery costs or a gift box. Click the red cross to remove the line.

There is also space to add in any terms such as returns information or notes that may be relevant. None of these fields are mandatory and can be left blank.

You can make these fields bigger by clicking on the bottom right corner and dragging it down.

If you want to create an invoice without the tax, uncheck the tax invoice box and the tax column will be removed.

Once you have completed your Sales Invoice, you can Save or Return to list without saving which will take you back to the main orders page.

Generating A PDF Invoice

To generate a pdf Sales Invoice, from the Invoice Activity page, click on General PDF which will download the invoice so you can save or email it to your customer.

Editing A Sales Invoice

To edit a Sales Invoice, from the Invoice Activity page, click on edit which will take you back into the Sales Invoice.

Make the changes you want and remember to Save to keep the changes. Alternatively, just Return to List if you don’t want to save.

Deleting a Sales Invoice

To delete a Sales Invoice, from the Invoice Activity page, click on delete.

You will be asked if you want to delete before confirming.

Once confirmed, you will receive a confirmation message that the sales invoice has been deleted.