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    Getting ready to invoice

    Before you create your first invoice, there are some important settings and features in Infusion that you need to set so that the invoice can be issued.

    This guide provides a checklist to review before you start invoicing, with links to articles for more information.

     

    GST Settings

    Review your GST Settings before you issue your first invoice to ensure they set appropriately. This includes adding your GST number, setting the GST Basis, and confirming additional rates if you use them.

     

     

    Mandatory fields

    Some fields on an invoice are mandatory and must be populated before the invoice can be processed. Fields offer drop-down lists to select items from and these lists must be added before an invoice can be created.

    Field

    Charge to Your customer database - a customer must be entered before an invoice is created 
    Add a customer
    Sold by Your staff list 
    Add a staff member
    Product Location Your list of locations where product is held 
    Settings | Product Locations

     

    Invoice Settings

    Use Customer and Invoice Settings to add a Payment Message to let your customers know your bank account details and any other important information they need to know when paying you. 

     

    Invoice & Packing Slip Layouts 

    Default layouts are added to new licenses and are managed in Report Settings. Set your layout for your invoices.

    Add your company logo to appear on any of your client correspondence such as invoices, statements and emails.

    Invoice Layouts Defined 

     

    Head Office

    Backorders

    Line Code

    Line Quantity

    Delivery Address

    Product

    Yes

    No

    Yes

    Yes

    No

    Product with Backorders

    Yes

    Yes

    Yes

    Yes

    No

    Professional

    Yes

    No

    No

    No

    No

    Service

    No

    No

    No

    Yes

    No

    Standard

    Yes

    No

    Yes

    Yes

    Yes

    Standard with Backorders

    Yes

    Yes

    Yes

    Yes

    Yes

    Packing Slip Layouts

    A Priced or Unpriced Packing Slip option is available. 

    From October 2022 there is a “Standard” Packing Slip option which obeys the Customer Setting “Priced Packing Slips”.  A “Backorder” option of this packing slip is also available. 

     

    Emailing Invoices, Packing Slips and Statements

    First complete your email settings.

    We recommend creating a test customer to send an email to an email address outside of your organisation (with a different @_______ than the sending email address). 

    Create a new invoice to your test customer, save it then preview the invoice.  Use the email link at the bottom to send the test email. 

     

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