Table of Content:
Filling up invoice information:
Go to QashierHQ
Click on the drop-down icon under Transactions
Select "Invoice Management"
Click on "+ CREATE INVOICE" button
Click on the drop-down icon to select a staff that will be generating the invoice
Click "CONFIRM" once step 5 is done
Here's a video guide from Step 1 to 6:
To edit the invoice title, click on the "pencil icon" beside the word 'Invoice'
Once step 7 is completed, click on "CONFIRM"
Click on "SELECT CUSTOMER" button to whom you wish to send the invoice to
By default, you will be required to search the customer by contact number
(Note: if you would like to search by number, click on the drop-down icon and select By Name)
Once step 10 is completed, click on the "magnifying glass" icon and the customer details (name, contact number) will be displayed
Select the customer by clicking on the "circle logo" beside the customer name
Click "CONFIRM" to proceed
Here's a video guide from Step 9 to 13:
Adding an item to the invoice:
To include a product in the invoice, click on the "+ ADD ITEM" button and choose the product
You will be prompt whether it is a customized product or not
Select "YES" if is a customized product. You need to manually key in the product information such as Product Name and Unit Price
Select "NO" If is not a customized product. You can select the product by searching the name / barcode / SKU / tab / category after clicking Product field
Once you have selected the product, scroll down to the end of the page and click "CONFIRM"
Here's a video guide from Step 1 to 3:
Inputting of payment terms:
Select the "Payment Term"s, either with "Deposit" or "No Deposit"
Deposit - if customer pays for deposit upon invoice was issued
No Deposit - if customer opt to pay full payment on due date
If you intend to offer a discount to your customer, you have the option to enter either a percentage discount (%) or dollar discount ($)
You can input notes/terms for your invoice if you wish to
Once Step 1-3 is completed, click on the "Preview" button to confirm that all the details in the invoice are correct
Click on the "CONFIRM" button to proceed to create the invoice
Once the invoice is generated, you may choose to send the invoice to your customer via email by clicking on the "SEND CUSTOMER EMAIL button"
Click on "CONFIRM" to proceed to send the invoice to the customer
Here's a video guide from Step 5 to 7: