Invoices
How to generate Invoices.
manz
Last Update há 4 anos
Jumppl lets you generate client/customer Payment Invoices easily. Click on the module Invoices appearing in the left menu, which opens up the following screen with menus of Invoices, Customer Management, and Payment as highlighted below
To generate new Invoice click on the +Invoice as indicated. To make a copy of or search data of earlier completed Invoices press the button Search .
On clicking +Invoice new screen with various fields will appear. All fields require the filling of names and other data of the client/ customer and the Company generating it. The data can be obtained either from the record maintained in the menu Customer Management or can be added manually. The remaining self-explanatory fields can be filled manually, which specify the Invoice no, job performed, the rate of payment and the total payment invoiced, etc.
Sample of the Invoice with filled Data is as shown below. After completion of all the relevant fields in the Invoice the button Create may be pressed for generating the Invoice.
The Final Invoice will appear as shown in the screen. It can be printed by pressing Print button or can be sent to the client/ customer through email, down loaded or print options as indicated on right upper side of the screen.
Customer Management
The other useful menu in the Invoice is Customer Management. When this button is clicked, data of all clients/customers will appear, displaying the customer's address, contact details, emails, and Invoice currency. Data of new Customers can be added using the buttons + CUSTOMER, whereas old Customer's Data can be searched by using the button Q SEARCH. Options for editing this data are also available in front of each row.
Payment Record
Payment, when clicked, shows the record and details of the payment status of all the Invoices made. It has fields of Invoice no, payments received with date, and method. The description may contain any comments on payments. Options for record editing are also available against each row. For entering a new record of invoices and payments made press button + PAYMENT whereas for searching old invoice and payment records press button Q SEARCH.
