Sales

Overview

There are two types of sales documents in Susan.one: invoices and receipts. While an invoice is a request for payment, a receipt is the proof of payment. Most companies use a combination of receipts and invoices to record transactions for themselves and their customers.

Invoice

To review the list of invoices, navigate to Sales > Invoices. Once there, you’ll see a list view of all invoices.

Invoices

You can filter invoices by status or date range or search by the document number

Adding Invoice

To add a invoice, follow these steps:

  1. Open the invoices list
  2. Click New
  3. Fill the document
  4. Click Save

Detailed information on invoice item can be found by clicking on the arrow icon at the end of the row

Invoices

The document receives a number generated by the system and will be saved in Draft status

Confirming Invoice

To confirm the invoice, follow these steps:

  1. Open the invoices list and click on the invoice
  2. Click Confirm
  3. Click Confirm in confirmation dialog

By confirming the document, it will get the status the Open and a journal entry is be created

After confirmation, the document will get a number from the number sequence service.

Disconfirming Invoice

When the invoice is confirmed, you can disconfirm it when really needed. To disconfirm the invoice, follow these steps:

  1. Open the invoices list and click on the invoice
  2. Click Unconfirm
  3. Click Confirm in confirmation dialog

Invoices

Editing Invoice

To edit the invoice, follow these steps:

  1. Open the invoices list and click on the invoice
  2. Change invoice data
  3. Click Save

Only invoices in Draft status can be edited

Deleting Invoice

To delete the invoice, follow these steps:

  1. Open the invoices list and click on the invoice
  2. Click Delete
  3. Click Confirm in confirmation dialog

Only invoices in Draft status can be deleted

Record a payment on an invoice

To record an invoice as partially or fully paid, follow these steps:

  1. Open the invoices list and click on the invoice in Open status
  2. Select payment method, payment date and insert the payment amount
  3. Click Save payments

You can use multiple payment methods

Invoices

Country-based or less important payment details are available by clicking the arrow icon at the end of the row

Once the invoice has been paid in full, it can be marked as paid.

Finalizing Invoice

Finalizing is the procedure for a invoice when the document is paid in full. To finalize the invoice, follow these steps:

  1. Open the invoices list and click on the invoice paid in full
  2. Click Confirm
  3. Click Confirm in confirmation dialog

By finalizing the document, payments will be confirmed and a journal entry is created

Printing an Invoice

To print the invoice, follow these steps:

  1. Open the invoices list and click on the invoice
  2. Click Print

Invoices

Download document in PDF file format or print it

Receipt

To review the list of invoices, navigate to Sales > Sales receipts. Once there, you’ll see a list view of all receipts.

Receipts

Adding Receipt

To add a receipt, follow these steps:

  1. Open the receipts list
  2. Click New
  3. Fill the document
  4. Select payment method, payment date and insert the payment amount
  5. Click Save

Detailed information on receipt item can be found by clicking on the arrow icon at the end of the row

Receipts

You can use multiple payment methods

The document receives a number generated by the system and will be saved in Draft status

You can change the receipt data unless it is not confirmed.

Confirming Receipt

To confirm the purchase invoice, follow these steps:

  1. Open the receipts list and click on the receipt
  2. Click Confirm
  3. Click Confirm in confirmation dialog

By confirming the document, it will get the status the Paid and a journal entry is be created

Receipt printing

Susan.one is not designed to work as a point of sales program, so there is no integration with receipt printers. Still, you can create a template to print receipts.

Read about document templates and settings.

Deleting Receipt

To delete the receipt, follow these steps:

  1. Open the receipts list and click on the receipt
  2. Click Delete
  3. Click Confirm in confirmation dialog

See also