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
If the side menu is not visible, click
.
At the top-right of the screen, click Add invoice.
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.
From the list of names, select the one of interest.
Note: There may only be one name matching the letters you entered.
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.
If required, select the invoice options to include.
If required, select a product in the basket textbox, then click Add product.
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.

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