Sales Invoice general overview
What is the sales invoice?
The sales invoice is your tool to document a sale between you and your customer. Your invoice includes the product(s) or service(s) sold, the quantity sold, and the cost of each, and depending on your business, the duration of time being billed.
Working with the sales invoice
Once you've started a new invoice, it's easy to complete a number of tasks and activities without leaving the invoice. For example, you may choose to apply various forms of credit to the invoice or pull an existing proposal into the invoice as part of the sale. You can even charge a partial balance of the invoice to the customer's account.
Beginning balance invoices
A beginning balance invoice is your opportunity to begin using AIMsi immediately, and without a lengthy transition from paper, by creating initial invoices for customers with outstanding activity. It is up to you if you want to create detailed invoices for each outstanding invoice a customer has or if you want to go as far as creating one invoice to group together multiple outstanding invoices for a customer.
PDF Downloads