Invoice

Invoices in Plan A ERP are used to document sales transactions between your company and your customers. Here's an overview of the invoice features:

1. Create: To create a new invoice, click on the "Create Invoice" or "Add New Invoice" button. Fill in the required information, such as the customer details, invoice date, due date, and line items including product or service descriptions, quantities, and prices. You can also add any applicable taxes or discounts. Once you have entered all the necessary information, save or submit the invoice.

2. Edit: If you need to make changes to an existing invoice, locate the invoice in the list and click on the "Edit" or "Update" button. You can modify the invoice details, such as customer information, line items, quantities, prices, and any other relevant information. Save the changes after making the necessary adjustments.

3. Delete: If you no longer need an invoice, you can delete it by locating the invoice in the list and clicking on the "Delete" or "Remove" button. Confirm the deletion when prompted to permanently remove the invoice from the system.

4. View: By clicking on the "View" or "Details" button for a specific invoice, you can access the complete details of the invoice, including customer information, line items, total amount, payment status, and any related notes or attachments.

5. Send: Plan A ERP allows you to send invoices directly to customers. Depending on the available communication options, you can choose to send the invoice via email, print it, or generate a PDF version for manual distribution.

The invoice feature in Plan A ERP streamlines your invoicing process, helps you track sales transactions, and ensures accurate record-keeping for financial purposes. It provides a convenient way to create, manage, and monitor invoices to facilitate efficient billing and payment processes.