The User manual for the Jisort system

5. BILLING

5.5. Create invoice

This menu contain various section which will be explained by the table below;

Field

Explanation

Customer*

From the drop down list select the customer you want to create invoice for Compulsory

Product/Service*

From the drop down list select the product or service that will be included in the invoice Compulsory

Subscription

From the drop down list select the subscription of the customer

Invoice number*

Add the Invoice number or you can click the generate code button to automatically assign the number to the Invoice Compulsory

Date*

Select starting date for creation of the Invoice 

Compulsory

Due date*

Select the due date Compulsory 

Quantity*

Add the quantity of product or services to be included in the Invoice

Compulsory

Amount

Add the amount quotation of the Invoice

Discount

Add the discount  of the services  

header

This is where you set the invoice header as it will appear on the invoice

Comments

Add your view 

+ button

By clicking on the plus sign you can add multiple transactions in a single invoice

 

The image below show the creation of invoice

 

View invoice, clicking the view button allows the user to view and edit the invoice