How to Create and Export Sales Invoice

1. Login to your smiels account.
2. Open sidebar menu on the left side of the screen by hovering mouse or clicking menu icon in top left.
3. Click Sales option to open the drop down menu.

1. Select New Sales Invoice option from the drop down.
2. Enter required information marked with red aesterisk.
3. Press Save as Draft to complete the invoice later or press Save Button if you are done.

Note:

• Only Active Clients can be added to the invoice.
• Only Active Products can be added to the invoice which have sell option checked.
• Draft invoices can only be viewed by its creator.
• Invoice must be approved before sending to client.
• You can set approval permission from team page, under permission management.
• Any Salesperson assigned to Sales Invoice means only he can process this invoice.
• Overwriting sales price in Invoice does not update default sales price in product details.

1. Select All Sales Invoices option from the drop down.
2. Select Required Invoice.
3. Press Email or Print button.

Note:

• Draft invoices cannot be exported.
• Only Approved Invoices are able to be exported or shared with a client.
• Changes can be made to the invoice even after sharing.
• All changes are traceable with date and time under invoice detail in recent history section.
  

1. Select All Sales Invoices option from the drop down.
2. Select Required Invoice.
3. Press Email or Print button.

Note:

• Once Invoice is saved, admin or team member with approval permission will have the option to approve or reject the invoice with a note. If rejected, Salesperson will have to make required changes and resend for approval. In case it is approved, invoice can be shared with clients using pdf or email.