Manual Invoice

Click to proceed. Please note that this manual invoice applies only to products, not services.

Enter all necessary information in the provided fields.

Fill out the order details. The selected product may have components associated with it. Use to include additional products and to remove a product.

The system will automatically compute the summary of the invoice. If needed, you can add your flexible payment terms.

Please note that attachments are for internal checking only. For additional details, you may include your sales invoice (SI) mode of payment under the Supported Payment Types in the Global Settings module. This feature ensures the display of bank account details at the bottom of the form. This streamlined layout makes it convenient for clients to locate the payment options, facilitating a smoother payment process. You also have the option to hide components only on print if necessary.

Click once done. You may edit your SI by clicking the SI number, and to transfer its status click General Form.

Click if the SI is finalized.

Go to the Approved tab and repeat the process. The SOA posting function is designed to facilitate faster payments.

Once the SI is transferred to the SOA Posting tab, you can use the statuses below to tag your SI appropriately:

• Invoice Sent: Indicates that the invoice has been sent to the client.

• In-Transit: This signifies that the products or goods are currently in transit.

• Unpaid: Reflects the total receivables that are still outstanding.

• Make Payment: Use this option to facilitate the payment process easily.

• Cancel: Select this option to cancel the Sales Invoice (SI). If the inventory has been released and you need to change the SI, you can cancel it to return the inventory and create a new one. Note that you can only cancel the SI in specific statuses. If the SI has been completed, please contact Clibase Customer Support for assistance with deletion.

To pay for the SI, you may click for faster payment processing.

You may also tag the SI as Unpaid. Once set to unpaid, you can still use the Make Payment function for payments or process it in the Business Account under the Accounting module.

Once the SI is fully settled, the system will automatically move the SI from the Unpaid tab to the Paid tab. The same process applies if you use the Make Payment button to settle the SI.