When taking and fulfilling customer orders, a method of invoicing is needed to collect payments. With the Korona Invoicing package, users have the ability to generate invoices manually, as well as from offers, delivery notes, customer orders and rentals
The menu for your invoices can be accessed by navigating to Invoicing > Invoices. Once you are on that screen, any paid invoices will not be shown, but you can view all of your invoices by clicking the filter button.
Also, invoices that have not been booked will not have a number. If an invoice has not been sent, a red “x” will appear in Sent Column. If it has not been paid, a red “x” will also appear in the Paid Column.
Creating an invoice
Begin by clicking on +New button in the Invoice overview.
You mandatory fields are the Customer, Organizational unit, Warehouse, and Cashier. Any Existing Delivery Notes will appear next to the field, You may select the listed delivery note to Remove it.
You can also choose the Payment Method. If you have set up a note for the payment methods, it will appear on the PDF. There you can enter bank details or even a date when the invoice must be paid by.
On the right, you can enter a Description and a Comment. The description will appear on the invoice when it is sent. Comments can be considered as ‘internal notes’. They cannot be viewed by the customer.
Below you may add products simply by clicking on the +Add Product button. They can be searched by product name or number. For each product, you can adjust the Quantity, Default Price, Item Price, Discout%, and discount amount (the discount amount will reflect automatically once a discount percentage is prerecorded).
Next to each individual product is an orange drop down menu. From this menu, you have the options to Remove Product, Show the Info Text, Edit the Product (this will launch the edit product page), Store Prices (this will launch the store price screen). Finally, you may change sectors by clicking on the Set Sector option. A text box will appear with a drop-down menu where you can choose the appropriate sector for the product, and you may also check the Set for all checkbox to apply the sector to all items on your invoice.
*Note: Promotions will not work on invoices.
When you have finished creating the invoice, click on Save. If you want to book the invoice, click on Book.
If an invoice is not booked it will not have a Number, and the PDF for it will have test print watermarks on it. Product descriptions will also list on the invoice PDF. Once the invoice has been booked, only the Comment field may be adjusted.
You can select whether or not the invoice has been paid after it has been booked. Click on the Unpaid button. The invoice will then be marked as paid. This will also remove the invoice from the list of invoices.
To see a full list of invoices, navigate to Invoicing > Invoices > and look in the right corner of the screen for Filter. All invoices should now be listed. Here, you may select filters to narrow down your search. Your filter options are Booked (status), Booked on (Date), Comment, Created by, Creation Date, Customer, Customer Group, Number, Paid, and Point of Sale (If the invoice was created from POS)