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.
To review the list of invoices, navigate to Sales > Invoices. Once there, you’ll see a list view of all invoices.
You can filter invoices by status or date range or search by the document number
To add a invoice, follow these steps:
Detailed information on invoice item can be found by clicking on the arrow icon at the end of the row
The document receives a number generated by the system and will be saved in Draft status
To confirm the invoice, follow these steps:
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.
When the invoice is confirmed, you can disconfirm it when really needed. To disconfirm the invoice, follow these steps:
To edit the invoice, follow these steps:
Only invoices in Draft status can be edited
To delete the invoice, follow these steps:
Only invoices in Draft status can be deleted
To record an invoice as partially or fully paid, follow these steps:
You can use multiple payment methods
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 is the procedure for a invoice when the document is paid in full. To finalize the invoice, follow these steps:
By finalizing the document, payments will be confirmed and a journal entry is created
To print the invoice, follow these steps:
Download document in PDF file format or print it
To export invoice to Excel, follow these steps:
Excel file includes invoice and payments data.
To print payment receipt, follow these steps:
To review the list of invoices, navigate to Sales > Sales receipts. Once there, you’ll see a list view of all receipts.
To add a receipt, follow these steps:
Detailed information on receipt item can be found by clicking on the arrow icon at the end of the row
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.
To confirm the purchase invoice, follow these steps:
By confirming the document, it will get the status the Paid and a journal entry is be created
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.
To delete the receipt, follow these steps: