How to create an Invoice?

How to create an Invoice?

Invoicing is a critical aspect of business operations, ensuring that transactions are documented accurately and professionally. With the right tools and steps, creating an invoice can be straightforward and efficient. Here’s how you can create an invoice using GemCloud Software:

Step 1: Access Your Inventory

  1. Navigate to Inventory Catalog: Begin by clicking on the "Inventory catalog" option in the left menu of GemCloud Software.

  2. Select My Inventory: From the dropdown menu , click on "My Inventory." This action directs you to the page displaying all products listed in your inventory.

Step 2: Choose the Product

  1. Select Product: Identify and select the specific product from your inventory for which you want to create an invoice.

  2. Add to Document: Click on the "Add to document" button associated with the chosen product.

Step 3: Define Invoice Type

  1. Select Document Type: Choose "Draft Invoice" from the document type dropdown menu that appears.

  2. Add to Existing or Create New: Decide whether to add the invoice to an existing document by selecting "Existing document ID" or create a new invoice by choosing "Create new instead."

Step 4: Customize Your Invoice

  1. Navigate to New Pro-Forma Invoice Page: Upon selection, you will be redirected to the "New Pro-Forma Invoice" page where customization options are available.

  2. Customize Invoice Details: Modify the "Invoice ID," add any necessary references in the "Reference" section, and set the invoice issue and due dates.

Step 5: Select Company and Receiver

  1. Choose Company: From a dropdown list, select the company for which you are creating the invoice.

  2. Specify Receiver: Designate the receiver as "Bill to" and "Ship to" for accurate record-keeping.

Step 6: Set Pricing and Currency

  1. Select Invoice Price: Determine the invoice price as either "Wholesale," "Retail," or "Cost price" from the options provided under "Auto-populate price."

  2. Choose Currency: Specify the currency in which the invoice will be processed.

Step 7: Add Additional Items

  1. Include More Items: If necessary,  than scroll down and click on "Add new item," "Scan to add," "Add from catalog," or "Add from Excel

Step 8: Review and Finalize

  1. View Total Price: Verify the total price calculations under the "Total Price" section. Also you can review the summery under Summery section

  2. Select Bank Account: From the "Bank Account" section, designate the preferred account for receiving payments.

Step 9: Export and Share

  1. Utilize Action Menu: In the top right corner, access the "Action" button. For using these mentioned below features:

  1. Copy to
  2. Export
  3. Print pdf
  4. Delete

  1. Export Invoice: From the dropdown menu, select "Export" to export the invoice to your desired format.

  2. Share Invoice: Additionally, you can share the invoice via email, social media platforms, or generate a shareable link by clicking on the "Share" button.

Step 10: Save Your Invoice

  1. Save Your Work: Finally, click on the "Save" button to preserve your invoice. Your draft Pro-Forma invoice will then convert into a finalized Customer invoice.

Conclusion

Creating an invoice with GemCloud Software streamlines the invoicing process, ensuring accuracy and professionalism in your business transactions. By following these detailed steps, you can efficiently generate and customize invoices tailored to your business needs. For further assistance or inquiries, GemCloud Software offers dedicated customer support to help you navigate through any challenges. Mastering the art of invoicing enhances financial transparency and operational efficiency, crucial for the growth and success of your business.


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