Create a New Invoice

To begin creating a new invoice that will deduct from your current inventory, choose from one of the options below. To create an invoice that will not deduct from your current inventory, see Create a Historical Invoice.

Option 1: From the contact list

From the Contact List, select the contact (or the checkbox next to the contact), then from the toolbar, click.

Option 2: From the profile

From the contact profile toolbar, click.

Option 3: For quick reorders or returns

1. From the contact profile, click on theProducts tab.
2. Select the checkbox next to each item being reordered or returned.
3. In the upper right corner of the Products section, click(or for a return, click ).

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Add Items, Apply discounts, Sales Tax, and Additional options

Adding Items

1. Clickand in the Search field, enter either a partial description or part number. To view past purchases, click the History tab at the top of the form.
2. Double click to add items to the invoice, or select the checkbox next to each item, then click.
3. When finished, click .

Applying Discounts & Redeeming Rewards

• Individual Item Discount: After adding the item to the invoice, enter a discount percent in Discount% field on the row.
• Entire Invoice Discount: At the bottom of the invoice click the Discount tab, and choose either Percent or Flat Amount. Only one type of discount can be added to an invoice (either percent or a flat amount, but not both).
• Discount Type: The default is Standard. To choose a different option, clickand choose from the options listed or click to create a new type.
• Reward Redemption: Clickto apply a discount using reward points. For more information about rewards, see Reward Program Overview.

Additional Options

• Type: Options include Sale (default type), Sample, Gift, Return to Company, or Return to Inventory.
• Day Code: Specific item code to track manufacturing information and expiration. If the sale type is set to Return to Company, the code will be displayed on the Replacement Product form.
• Product Is For: This field allows the product to be purchased by one contact but put in another contact's product history.
• Note: Clickto add a personalized note. To set or change the standard default note that appears on all invoices, see Customizing Invoices.

Sales Tax

Click to open the Sales Tax screen for the following calculation options.

• Percent: The rate set in Preferences is used by default.
• Flat Amount: A flat tax amount can be entered instead of calculating a percent.
• Shipping: If selected, the tax is calculated on the amount entered in the Shipping field
• Before Discount: If selected, the tax is calculated before discounts are applied. Important Note: Before using this option, see Handling Sales Tax on Discounted Items.

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Payment and Saving the Invoice

Applying a Payment

1. If the invoice is being paid-in-full, clicknext to the appropriate payment type, otherwise enter the amount being applied.
2. Additional information can be added to the Check Number and Memo fields.

Saving the Invoice

If applicable, select a checkbox to either Email or Print the invoice, then click . Invoices can also be printed or emailed from the Invoice Log.

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Additional References:

• Invoice Overview
• ֍ 3 Options for Invoicing a Contact
• ֍ Create a Quick Invoice