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Invoices
When you select the invoice option in the left hand side navigation bar, the firstpage you will see will display separate sections for Quotes, UnPaid, PartialPayments, Paid Refunded Payments and Cancelled Invoices.
How do I creating a new invoice, quote or refund
 To create a new invoice, quote or a refund, click on the new invoice button onthe right hand side of this screen. Please note the new invoice button should beused for quotes and refunds as well as invoices. This will open a new window and darken the main screen.At the top of this screen the drop down box next to Create New gives you thechoice to select Invoice, Refund or Quote. Select whichever option is appropriatefor the function you want to do.Next to the recurring option is a drop down menu. Is this a recurring quote,invoice or refund? If it is click on the arrow and you have a selection of frequencies to choose from i.e. Weekly, Biweekly through to Annually. If youselect Weekly or Biweekly you can then select a specific day of the week and, if you choose any of the other options you can click on the calendar icon to theright of the box and specify a date for this activity to be automatically repeated.Create a title for the quote, invoice or refund. Just enter the details in the boxnext to title.Select who you want to address the quote, invoice or refund to. If they arealready in your Contacts their details will appear when you type just the firstcouple of letters of their name. If it is a new contact or you haven’t previouslyentered their contact details, click on the ‘add contact’ option just under the boxand follow the prompts.If you have updated your What’s On notes for a particular job and contact andentered an amount in the invoice section on that page, this information willappear in the ‘Completed Jobs to Invoice’ box on the right hand side of thewindow. To select this item, click the box to the left of the job and the invoiceamount will automatically appear in the Line Item section.If you haven’t updated your What’s On notes, all you have to do is enter thequantity, the price and discount amount if applicable. You will then need to addan item description – i.e. the description of the product or service e.g. Supply of Widgets. This will automatically appear on your quote, invoice or refund.Next you will asked to enter the quantity and the unit price e.g. for supply of widgets it might be quantity 50, price 50p (0.5). The total amount will then beautomatically calculated. If you provide a service, enter the number of hours/days etc as your quantity and the appropriate hourly/daily fee.Once completed, click on the add item button and the information will bedisplayed at the bottom of this screen as it will appear on the document to besent to your contact. If you make a mistake just click on the rubbish bin icon tothe right of the total amount column and re-enter your information.
 
Once you have finished, click on the edit button at the bottom of this screen, thescreen will close returning you to the Invoice page and your quote, invoice orrefund will appear in the relevant section on this page.
Adding more than one item to your invoice, quote or refund
 You can add multiple items to your quote, invoice or refund. All you need to do iskeep following the instructions above, click add item after each one and it willautomatically update on the bottom of the screen. 
Can I add a Purchase Number or equivalent?
 Yes. To add an order/purchase/account number enter these details in the box forLabels i.e. Account Number 123456.
How do I number my invoices?
 The quick answer is "you don't need to", by default Woosabi will simplysequentially count each invoice created in your account.By default you can see this in two ways. The first will be the reference number(Ref#) seen on each item listed in your Invoices module. When you then open aninvoice (PDF) you can see this same number, top left just under you companylogo.
How do I manage invoice numbering?
By default Woosabi will automatically number your invoices sequentially startingwith 'Invoice: 1'.If you wish to add a unique prefix to each invoice you send, you simply need toclick 'Settings', and select 'My preferences: Invoices', from which you will find a'Invoice prefix' option box where you can add 'your prefix' and hit 'Save'. The result of this to each invoice you create will be a reference of 'Invoice: 'yourprefix'/invoice number'
How do I uniquely number my contacts invoices?
Some users may want to tailor Invoice numbering and prefix for all or some of their contacts, providing a contact with their own unique invoice reference prefix. To enable this for a contact simply access the 'customer record card' and openthe 'Details' tab. Near the bottom of this page you will find a section named'Miscellaneous'. Here you can add a unique invoice prefix for the contact and if you want to start invoicing from a particular number then you can set this also(this is particularly useful to businesses new to Woosabi who wish to carry ontheir current invoice prefix from an existing contact relationship).
Where can I view and send my quotes?
When you have prepared your quote, the details will be displayed in the Quotessection at the top of this page. To send it to your contact select the drop down
 
box under status and change it to Sent. The date sent will automatically appearin the next column.
Can I change a quote into an invoice?
 Yes. To change the status of a quote to an invoice. Select invoice in the statusdrop down menu and it will automatically move into the UnPaid section of yourinvoice page. To cancel the quote, select cancel in the same drop down menu.
Can I print off a hard copy of my quote?
If you want to print your quote to send to your contact, click on the printer iconlocated at the far right of this section. You will then have a series of prompts tofollow to do this. Similarly, to print a label for your quote, click on the envelopelabel.
Where can I see how many jobs have not been invoiced yet
?Simple. Just take a look at the 'Business Objectives' section of your 'What's On'page. This will not only tell you how many completed jobs are awaiting to beinvoiced, but also if any invoices have been generated but have not been sent.
Sending my UnPaid invoices
All of your prepared invoices will initially be displayed in your UnPaid invoicessection. Under the status option the drop down menu provides you with sixoptions – unsent, email, sent, paid, part paid and cancelled.If you select the email option your invoice will be sent to the email address forthe contact immediately with the following message:
Dear (Contact Name), Your latest invoice is ready for payment, as we're doing our bit to be kind to theenvironment we're now sending out all our invoices via email.Click below to view and print your invoice:http://mug.woosabi.com/invoices/MTBfNjcwIf you have any problems viewing the invoice please drop us an email!Many thanks,(Your Name and Contact Details) This automatic online invoice was generated using Woosabihttp://www.woosabi.com
 The date sent will be automatically logged.
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