Manually creating an invoice

How to manually create an invoice on Nexudus.

You can create invoices manually from the following places in Nexudus:

• The Invoices page (described below)

• The Customers page (access via Operations > Users > (select a customer) > Sales > Add invoice)

• The Bulk Actions menu

The process is very similar using either method.

To create an invoice manually

You can ask Monika how to manually create an invoice

2. In the side menu, click Finance, then click Invoices.

3. At the top-right of the screen, click Add invoice.

4. In the Customer field, start to enter the name of the customer to invoice. A list of names containing the sequence of letters you entered is displayed.

   Note: You only need to enter a single letter to start the search. The search is refined as you enter more letters.

5. From the list of names, select the one of interest.

   Note: There may only be one name matching the letters you entered.

6. If required, select Create as a draft invoice.

   Note: When you issue the invoice it is labelled as DRAFT and can converted from a draft later.

7. If required, select the invoice options to include.

8. If required, select a product in the basket textbox, then click Add product.

9. Do one of the following:

   • Click Issue invoice.

   • Click Issue and send invoice.

   Note: If you select the second option, a copy of the invoice is emailed to the user. If it is a draft it will be labelled as such.