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  • Stepsi Nmaki Ngsalesi Nvoi CE: Rhyzzal - Abadi LLA

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    Rhyzza Abadilla II
    14 views9 pages
    The document provides step-by-step instructions for making sales and purchase invoices. It outlines the process which includes clicking the dashboard, selecting an invoice, adding customers or vendors, adding items, processing and saving the invoice, sending emails or marking as paid, and viewing the results and changes on the dashboard.

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    Original Title

    AIS-Revenue-and-Expenditure-Cycle-Rhyzza

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    The document provides step-by-step instructions for making sales and purchase invoices. It outlines the process which includes clicking the dashboard, selecting an invoice, adding customers or vendors, adding items, processing and saving the invoice, sending emails or marking as paid, and viewing the results and changes on the dashboard.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    14 views9 pages

    Stepsi Nmaki Ngsalesi Nvoi CE: Rhyzzal - Abadi LLA

    Uploaded by

    Rhyzza Abadilla II
    The document provides step-by-step instructions for making sales and purchase invoices. It outlines the process which includes clicking the dashboard, selecting an invoice, adding customers or vendors, adding items, processing and saving the invoice, sending emails or marking as paid, and viewing the results and changes on the dashboard.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 9

    RHYZZAL.

    ABADI
    LLA

    JANUARY13,
    2022

    STEPSI
    NMAKI
    NGSALESI
    NVOI
    CE

    Fir
    st,y ou can see t he
    “Dashboar
    d”,t
    hen‘
    cli
    ckt
    he3
    hori
    zontalli
    ne on t
    he top
    ri
    ght.

    Second,cli
    ck t
    he i
    nvoi
    ce
    st
    thati
    si n1 parti
    nshade
    ofcolorbl
    ue.
    RHYZZAL.ABADI
    LLA

    JANUARY13,
    2022

    Thi
    rd, cli
    ck t he “Add a
    Customer” t hen choose
    who y ou want t o send
    i
    nvoice. Anot her one i
    s
    ‘
    cli
    ck“ AddIt
    em”t ochoose
    aproductforsale.

    After adding cust omer


    andi t
    ems,t hi
    siswhati t
    l
    ooks like.You can also
    ‘
    add not es ifyou pref
    er
    too.
    RHYZZAL.ABADI
    LLA

    JANUARY13,
    2022

    Fif
    th,af t
    er processi
    ng
    theSalesI nvoice,t
    hen
    ‘
    cli
    ck now t he Save
    button.

    Thisi
    swhatitl
    ookslike
    aft
    ersav
    ingt
    heInv
    oice.
    RHYZZAL.ABADI
    LLA

    JANUARY13,
    2022

    Af t
    erallt
    hat
    ,youcancli
    ck
    the “ Send Email
    ,t hen
    “Add Pay ment or paid”
    (depend on t
    he
    transacti
    on) t
    o see the
    result
    .

    Next,thi
    sisnow t heresult
    ofy ourt r
    ansact
    ion under
    SALES INVOICE.You can
    nowgobackt odashboar dif
    ther
    eisachangeaccor di
    ng
    towhatyoudid.
    RHYZZAL.ABADI
    LLA

    JANUARY13,
    2022

    Lastl
    y,t
    hisi
    snowt he
    changeswit
    hy our
    Dashboardaft
    erdoing
    “Sal
    esInvoi
    ce.
    RHYZZAL.ABADI
    LLA

    JANUARY13,
    2022

    STEPSI
    NMAKI
    NGPURCHASEI
    NVOI
    CE

    Fir
    st,youcanseethe
    “Dashboard”,t
    hen‘
    cli
    ckthe3
    hori
    zontalli
    neonthetopri
    ght
    .

    Second,cl
    ickt hebi
    ll
    /pur
    chase
    st
    thatisin1 par ti
    nshadeof
    colorr
    ed.
    RHYZZAL.ABADI
    LLA

    JANUARY13,
    2022

    Thir
    d,cl
    ickthe“ AddaVendor ”
    andchoosewhoy ouwantt o
    send purchase i
    nv oi
    ce.
    Then ‘ cli
    ck “ Add I
    tem” t o
    chooseapr oducttopurchase.

    Afteraddi
    ngcust omerand
    i
    tems,thisiswhati tlooks
    l
    ike.Next,aft
    erpr ocessi
    ng
    the Pur
    chase Inv
    oice,then
    ‘
    cli
    cknowt heSavebut t
    on.
    RHYZZAL.ABADI
    LLA

    JANUARY13,
    2022

    Afterallthat
    ,y oucancl i
    ck
    the“MarkRecei ve”
    ,thenAdd
    Pay mentorpaid”(dependon
    thet r
    ansacti
    on)t o seethe
    result
    .

    I
    fy ou prefer t
    o make a
    payment. Cl ck Pay
    i ment
    thenitwillautomat
    ical
    lyfi
    ll
    up the blanks.Then cli
    ck
    Savebutton.
    RHYZZAL.ABADI
    LLA

    JANUARY13,
    2022

    Next,thi
    sisnow t heresul
    t
    ofy ourt r
    ansacti
    on under
    PURCHASE I NVOI CE. You
    can now go back t o
    dashboard ift here i
    s a
    change accordi
    ng to what
    youdid.

    Lastl
    y,t hi
    s i s now t he
    changes with your
    Dashboard af ter doing
    “Pur
    chaseInvoice”.

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