Invoice

Creating an Invoice

1. Creating an Invoice record is very similar to creating a Quote record. You can create an Invoice by going to the Invoices module and clicking ‘Create Invoice’ from within the actions bar. The first panel allows you to specify details about the Invoice such as Status and Due Date.
2. The second panel allows you to specify who the Invoice is for by relating an Account and Contact to the Invoice. When you select the Account, the Billing Address and Shipping Address are dynamically pulled from the Account and populated into the fields on the Invoice record.

Groups and Line Items
AOS allows users to add Groups and Line Items to Invoices. This is completed in the exact same way as Quotes. Please refer to Quotes section for details on how to create Groups and Line Items.

Sending Invoices

To output an Invoice you can select one of following three buttons from the Invoice Detail View.

AOS provides users with three methods of sending Invoices:

1. Print as PDF – Allows users to select a template and download or save a PDF of the Invoice.

2. Email PDF – Allows users to select a template then directs you to the SuiteCRM email client ‘Compose’ screen. The Invoice PDF will be attached to email and the email will be addressed to the related Contact of the Invoice. This allows user to fill out the email body.

3. Email Invoice – This directs you to the SuiteCRM email client ‘Compose’ screen. The email will be addressed to the related Contact of the Invoice. There will be no attachment and the Invoice will be displayed within the body of the email.