Customer Invoice is a bill that you issue to your customer. It contains the list of ordered items, quantities, and prices. You send an invoice to your customer to receive payment for the order.
Creating a Customer Invoice doesn't affect stock balances. Stock is decreased only when you complete an order shipment.
We recommend you to create Customer Invoices as related transactions to Customer Orders. It will take you less time than creating an invoice from scratch: you specify only the main invoice details while items and its quantity are added from the order.
If you want, you can create an invoice from a scratch, it's the same to customer order creating.
- In the Kladana workspace, select Sales → Customer Invoices.
- Click +Invoice.
- Specify the main invoice details:
- Your company and customer names
- Warehouse you plan to ship from
- Date you plan to ship the order
- If an invoice relates to a certain contract or project, specify them.
- Add items to the invoice in one of the following ways:
- In the Add position field, begin typing the item's name, SKU or supplier code. Kladana displays relevant items in the drop-down list and you can select an item to add. For every item you want to add, you need to repeat these steps.
- Click Items. In the opened catalog, you can select an item to add. For every item you want to add, you need to repeat these steps.
- Click Stock. In the opened stock list, you can check the quantity of available items and specify the number of items to add.
- Click Import and, in the drop-down list, select Import. In the opened window, choose the file in the Excel or CSV format to bulk upload items from.
- Specify the ordered quantity for every added item.
- If you want to provide a discount, enter the percentage of discount.
- If you don't want to charge taxes, clear the Tax checkbox.
- If item pricing includes sales tax, select Prices are tax inclusive checkbox.
- Click Save.
After creating you can edit a customer invoice anytime before you send it to your customer.
There are more settings related to the customer invoices you need to know: