Follow these steps:
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Navigate to Create Invoice:
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Go to Sales → Invoices and click on the Create New Invoice button.
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Select Customer:
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Choose a Customer from the dropdown. The customer’s information will be auto-populated directly from their profile. Alternatively, you can click on the edit icon to manually add or update customer details as needed.
Note: If you want the billing details to auto-populate when selecting a customer, ensure that the billing information is already added in the customer profile.
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Billing and Shipping:
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If you change the billing and shipping information after selecting a customer, click on the edit icon. The changes will apply only to the current invoice but will not update the customer’s profile.
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Payment Modes:
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Select the allowed payment modes for the invoice. If your customer uses Pixie CRM payment gateways, these will be visible in the invoice and when recording payments from the admin area.
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Currency:
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The currency will be auto-selected based on your default currency or the currency set for the selected customer. If the customer’s profile has a different currency (e.g., USD), that currency will automatically be selected and cannot be changed.
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Invoice Number:
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The Invoice Number is automatically generated (e.g., 00012, 00013, etc.). The numbering is controlled in Setup → Settings → Finance → Invoice → Next Number. You can modify this number in the settings if needed.
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Customer Note:
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You can add a Customer Note, which will be visible to the client on both the HTML invoice and the PDF invoice.
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Terms:
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You can enter terms directly within the invoice or use predefined terms that auto-populate. To set predefined terms, navigate to Setup → Settings → Finance → Invoice and configure the fields.
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Recurring Invoice:
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For more information on how to set up recurring invoices, refer to the dedicated section in Nexved CRM Knowledgebase.
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Sale Agent:
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You can assign a Sale Agent for the invoice. This will allow you to generate Sales Reports based on the sale agent’s performance in Reports → Sales → Invoices Report.
Note: If Show Sale Agent on Invoice is set to YES in Setup → Settings → Finance → Invoice, the sale agent’s full name will appear on the invoice.
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Invoice Items:
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Add invoice items by entering the item details and clicking the blue check icon to confirm the addition. You can also apply tax options for each item.
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Admin Note:
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The Admin Note field is only visible to admins or staff members, while the Customer Note will be shown to the client on both HTML and PDF invoices.
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Adjustment Option:
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While editing or creating an invoice, you have the option to make adjustments to the total amount (increase or decrease).
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Save the Invoice:
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After reviewing all details, click Save to save the invoice.
This process allows you to efficiently create, customize, and manage invoices within Nexved CRM, ensuring accurate billing and payment tracking for your customers.