Invoice

An invoice is a commercial document or bill that itemizes a transaction between you and your customers.

Adding Invoice Information #

You can add new Invoice in different ways,

• Adding Invoice Manually
  • Click on the + Add Invoice button in the List View.
  • Add the appropriate details
  • Finally, click on Save.

• Using Quick Create Button
  • It lets you quickly add Invoice info from anywhere in Joforce CRM.
  • Click on the + icon in the top Quick Actions Menu bar
  • Choose Invoice from the drop-down
  • In the Quick Create Invoice popup, add the related information
  • Once done, hit Save.
  • You can also access the complete Invoice Form right from here by clicking on Go to full form.

• Importing Invoices from Existing Files
  • You can get all your existing Invoice information from different sources inside Joforce CRM with the built-in import option. Gather the list of Invoice information from different sources and convert it into a CSV file and import it all in one in just a click.
• Creating Invoice from Products, Services, Quotes, and Sales Order
  • Navigate to the detailed view of the desired record
  • Click on More → Create Invoice

Default Invoice fields #

By default, Joforce CRM offers you a list of fields, to add the Invoice related information in Joforce CRM.

You can easily add custom fields to your Invoice to add more Invoice related information.

Item Details

• Tax Region – Specifies whether the tax is calculated based on a specific value chosen from the drop down.
• Tax Mode – You can use either Individual or Group tax
  • Individual – Will take the Tax value that is defined inside each Product or Service
  • Group – Will take the Tax value defined globally (i.e. In Tax Management)
• Click on + Add Product to add a new product section and then click on the Product icon to choose the product.
• Click on + Add Service to add a new service section and then click on the Service icon to choose the service.

Managing records in Invoice #

Common action performed

• Click on a List text box at the top → click on Create a New list option beside the LISTS to create custom filters.
• Click on Import → To import all your existing Invoice information.
• Click on More
  • Fields & Layout → To configure the module fields and customize the field layouts. Module Layouts & Fields Workflows → To add workflows related to your Task and Events.
  • Picklists Values → To modify the picklist values Numbering → To create custom numbering for records
  • Merge selected records → To merge the records
  • Find Duplicates → To find duplicate in the module
  • Export → To export the data to an external source

Action performed in the list view

• Click on the Search icon in the right corner of the list table → To search for records in that module
• Click on the Box icon in the right corner of the list table → To alter the header menu
• Double click on the menu → To sort the menu.
• Bulk Actions on multiple records → Select the desired records → click on the drop-down menu in the top
  • Follow – To keep track of a record
  • Unfollow – Disable when you no longer need to keep track of a service information
  • Add Tag → To add a different tag for the selected records
  • Edit → To edit the selected records on the whole (Mass Edit)
  • Delete → To Delete the selected records(bulk deletion)
  • Comment → To add comments to the selected record

Actions done on single record

• Enable the STAR icon to follow(keep track of) a document. Disable it to unfollow.
• Click on the drop-down in the right corner of each record
  • Details → Navigate to the detailed view of the record
  • Edit → To edit the record
  • Delete → To delete the selected record
• Click on the Eye icon in the right corner of each record → To get a quick view of your record info without navigating to the detail view

Action performed in the detail view

• Click on Add Tag below the service icon → To add tag
• Click on Follow – To keep track of a service information
• Click on Edit → To edit the record
• Click on More
  • Delete → To delete the record information
  • Duplicate → To replicate the already existing record to create a new one.
  • Export to PDF → To export the invoice in a PDF format with PDF Maker
  • Send with PDF → To send the email by attaching the created PDF
  • Purchase Order → To create a new Purchase Order related to the services

View/ addition of other module records related to the Particular Invoice #

You can easily view/ add the other module records related to a specific Invoice.

• Go to the detailed view of the particular record
• Click on the appropriate module icon. It displays all the related records.
• You can also relate a new record either
  • By selecting from the already existing records
  • By adding a new record to that module

The list of modules included are

• Activities and Documents