Transcript

The issuing of Invoices (or Cash Sales) is one of the most important functions within a business as they are the medium that transforms the service or product provided into an income for the business.

Before creating an invoice the basic setup of Clever Accounting should have been done. The setup includes: setting up the Company details; entering the Bank details, adding products and or services and adding customers.

The quickest way to generate an invoice is through the use of the Direct Sales Invoice.

The screen for the Direct Sales Invoice is divided into three parts. The first one is used to capture information about the invoice, such as the client, the reference no, invoice date and payment terms. The middle part accepts the items to be invoiced while the bottom part deals with the delivery location and any comments pertaining to the invoice.

All in all, issuing invoices is simple when using Clever Accounting.

Thank you for watching this Clever Accounting Tutorial.