Add Invoices

Invoices help you to keep legal records of your sales by tracking the number of goods sold, date of sales, how much money was paid. Invoices include both taxes and discounts when necessary. WP Ever Accounting gives you the opportunity to add invoices so that you can keep track of your sales more effectively.

How to Add Invoices

To add invoices based on your sales; first of all, go to Sales and click on Add New from the Invoices page. By clicking on Add New the following page will appear where you can add invoices-

Add Invoices

The field you will see are mentioned below –

Field Description
Customer* Name of the customer
Currency* Option to choose needed currency
Invoice Date* Date issued by the Invoice
Due Date* Date of expiration of the Invoice
Invoice Number a number identifying estimates according to predefined settings
Order Number a number identifying a purchase or an order
Category* Option to choose income category
All fields marked with an asterisk are mandatory. Only those fields marked as mandatory need to be filled up during the initial save.

To add invoices, you need to select a customer from the list. If your customer is not enlisted, you can add a new customer directly from the invoice generation page. In general, when you want to add invoices, the currency that appeared in the invoice is the default currency. But you can choose a currency from the drop-down menu that you have added before. If the currency that you want to select for the invoice is not enlisted, you can create the required currency from the invoice too.

By inserting the necessary information and by adding item/s, you can submit the invoice that you want to generate.


Adding items to Inovice

Adding items to the invoice is the most significant undertaking. The price of items in the invoice can only be determined by adding items. While choosing items, you can choose multiple items from the drop-down list.

Add items in invoice
Add items in invoice

Item has the following entities-

Item name

Item name holds the name of the items. This field gives an option to edit the name of the item.

Edit items in invoice
Edit items in invoice
Price

This field holds the individual price of each item. Provided that, the currency of the item will depend on the currency chosen. Suppose, the default currency is set to USD but the currency is chosen while creating an Estimates is GBP. Therefore, the price will be converted to GBP at the time of adding items. The total amount will also be generated as the chosen currency.

Price in Invoice
Price in Invoice
Quantity

This field holds the number of items. If multiple items are selected, each of the item’s quantity can be changed.

Items quantity
Items quantity
Tax

This field holds the taxation on the items. Tax can be either inclusive or exclusive.

Tax Invoice
Tax Invoice
Discount

Discount has two types- Percentage and Fixed. If fixed is selected, the discount amount will be calculated as fixed. If the percentage is selected, the discount amount will be calculated in percentage.

Item discount in Invoice
Item discount in Invoice