SALES APPLICATIONS

Invoices are essential to your sales cycle and support one of the most important functions of any business: Your revenue! With Naologic's invoice application, you're able to create and generate invoices to prospective customers and vendors.

How do I create a new invoice?

From an existing sales order

  1. Navigate to your Sales Orders App which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the sales quote you wish to generate an invoice from
  3. Hover over the row and identify the generate invoice option
  4. That's it, your sales order has now been marked as complete in the sales order table and at the same time has been listed as an unpaid invoice in the invoice table

How do I view an invoice as my customer will see it?

  1. Navigate to your invoices app which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the invoice you wish to view
  3. Hover over the row and identify the view option
  4. You're now taken to the same view as your customer has when they see it. From here, you're also able to view and leave comments for your customer regarding this specific invoice

How do I generate a credit note from an invoice?

Credit notes can only be generated from paid invoices.

  1. Navigate to your Invoices app which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the invoice you wish to generate a credit note from
  3. Hover over the row and identify the Generate credit note option
  4. Confirm your action
  5. You have now generated a credit note from your invoice which can be found in the credit note table

How do I edit an existing invoice?

  1. Navigate to your Invoices app which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the invoice you wish to edit
  3. Hover over the row and identify the edit option
  4. Make the updates you need
  5. Save your changes
  6. That's it!

How do I delete an existing invoice?

The way you delete invoices that already have been generated is to mark them as void (see the section above)

How do I email an invoice to my customer or vendor?

  1. Navigate to your Invoices app which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the invoice you wish to email
  3. Hover over the row and identify the email option
  4. Confirm your action
  5. That's it!