To create a new invoice in the system, follow these steps:
Navigate to invoice creation
Go to Dashboard.
Click on Invoice in the menu.
Select New invoice to start the creation process.
Fill in invoice details
From
Enter the sender's information. For example:
Name of company or person (DIT X-GYM).
Adresse (Sortevej 8, 8543 Hornslet, Denmark).
CVR number (DK43967924).
To
Fill in the customer's details:
Name or department (Cashier or customer).
Specify who the invoice is issued to.
Invoice Information
Invoice number: Automatically generated, but can be customized if needed.
Status: Mark the invoice as Paid or Draft.
Payment method: Choose between card, bank transfer, or other method (Card).
Created: Date and time of invoice creation (11.12.2024).
Due date: Set the date by which payment must be made (19.12.2024).
Product Details
Select a product from the list. If the product doesn't exist, you'll need to create it first under Products.
Fill in the following fields:
Description: Specify what the invoice includes.
Quantity: Enter the number of goods or services that are invoiced.
Price: Enter the price per unit.
VAT (%): Enter the applicable VAT rate (e.g. 25%).
Calculate total
The invoice total is calculated automatically:
Subtotal: Total price excluding VAT.
VAT: The amount of VAT based on the VAT rate.
Total: The total invoice total incl. VAT.
If information is missing
If information is missing or incomplete:
Check all fields for correctness.
Add necessary products or adjust the information.
Do you have any questions?
If you experience problems creating invoices, you are always welcome to contact us.