If you are receiving bookings from your buyer, you can use Sales Validation function to allow you to quickly take a look at your bookings and generate invoices for them.
In this article, we will cover:
Generate Invoice
To generate invoices for your bookings, follow these simple steps for both Individual and Group bookings. There will be slight differences in the process for both but majority remains the same.
1. Select the bookings (1) you would like to generate an invoice for, then click Generate (2). There will be a pop-up window after you click
2. For individual bookings: Select the template (1) that you would like to use on the invoice
For group bookings: Select the Issue (1a)
Then select And Submit (2) and then Generate (3). Once all the invoices have been generated, the status column will change to Generate
Click View Result (4) to see the details of all generated invoices
How to manage your invoices
The Invoice function under Sales would allow you to manage your generated invoices. This allows you or your team to manage the sales invoices from generated to approval.
We will be covering these areas:
Understanding Invoices Dashboard
We classify the status of an invoice as such:
- Draft: Invoices that have been generated as draft
- Open: Invoices that have been generated and submitted
- Pending: Invoices that have been generated but pending approval from approvers
- Approved: Invoices that have been approved
- Rejected: Invoices that have been rejected
- Update request: Invoices with updates requested
On your invoices dashboard, you would be able to see details:
(1) Timeline of invoice
(2) Summary of invoice content
(3) Details & Credit Notes
(4) List of approvers & reminders
(5) List of disputes raised relating to invoice
(6) Create and save comments relating to the invoice
(7) List of changes that happened to the invoice
Approving Sales invoices
If you have set up an approval system for your sales invoices, this section would apply to you and your stakeholders. To read more about the approval system, please refer to this article.
To approve invoices, click Approve (1) then Sales (2)
Then, you will see all the invoices that you have approved, rejected, or that are waiting for your response. Click the eye icon to see details of individual invoices.
After clicking the eye icon, you will be brought to a detailed page. Look for Status and update the status using the appropriate tags.
Sending Approved Invoices
Once invoices have completed the approval steps, you may choose to send out your invoice through these simple steps:
1. Click Send Invoice (1)
2. Then, fill up the email form, then click Send Invoice
How to automate this process
1. Access the Automation page by clicking on Settings (1), then Automation (2).
2. Then, head to Billing
From here, you will be able to configure the automation by selecting Configure billing automation to issue sales invoice.