Follow the below steps to record batch invoices, cash batch invoices, and import batch invoices.
Creating Batch Invoices.
1. Go to Sales.
There will be a subcategory under sales and click Invoices.
2. Click ‘…’ and choose Batch Invoices.
3. Click on the Add Invoice.
4. The screen below will appears. Enter the details below:
You can select to key in the simple information or extended information by toggle the radio button.
Simple Field
Extended Field
Customer | Select Customer, choose to create a new customer or existing customer. |
No | Key in a Invoice No. or the system will autogenerate it. |
Date | Select a Invoice Date. Note: The default date is the Current Day. |
Currency | Select Currency. Note: The default currency is Malaysian Ringgit (MYR). |
Account | Select an appropriate Account. You can create a new account by clicking +Add Account. |
Item Description | Add a Description for the transaction. |
Amount | Key in the Invoice Amount. |
Tax | Key in Tax if any. *(Optional) |
Additional Extended field
Reference No. | Key in Reference no if any. *(Optional) |
Term | Key in the Invoice term |
Due Date | Review the due date |
Tags | Select a tag if any. *(Optional) |
Title | Key in the title of an Invoice if any. *(Optional) |
Description | Key in the description of an Invoice if any. *(Optional) |
Product | Select an appropriate Product. You can add multiple product by clicking on add item to Invoice button. |
Quantity | Enter the Invoice quantity |
Location | Select the location if any. *(Optional) |
Unit Price | Enter the unit price |
Discount | Key in a discount if any. *(Optional) |
5. Click on Save and you're done.
Follow the below steps to create cash batch invoices.
1. Click ‘…’ and choose Batch Cash Invoices.
2. Click +Add Invoice.
3. Customer, Invoice No., Date, Currency refers to the above-creating invoices in a batch.
4. Click Deposit To.
You can create a new account by clicking +Add Account.
5. Account, Description, Amount, and Tax refer to the above-creating invoices in a batch.
6. Click Save.
Import Batch in invoices and Cash Batch in invoices.
1. Click Import File.
2. Click and download the Template File.
Simple is a less field template file.
Extended added tags, products & quantity.
3. Fill in the details in the excel folder you have downloaded.
Simple:
Extended:
4. Click this button to upload.
5. Review the transaction.
6. Click Save and you’re done.
