Adding Data To An Invoice


The first step in adding data to an Invoice is to select the client you wish the Invoice to be sent to. Once the appropriate client is selected some information, such as Tax Rate & Terms, will automatically be filled in based on information you entered when creating that client record. If necessary, the Tax Rate can be modified as desired. This is especially useful if you are billing for a services or goods that normally have a different tax rate than the default Customer Tax Rate.

The next field is the "Item/Service Code" field. SimpleBooks is designed so that you can enter commonly sold goods and services once, and then simply refer to them based on the code you assigned them. This can be done in the Inventory and Services section. Although it is no necessary to use this feature, it is STRONGLY recommended that you do so. Once you enter an Item/Service code, select the appropriate check box reflecting what the code is. For example, if the code belongs to an Inventory item, select the "Item" check box. Once you have selected the appropriate check box, the Item/Service Description, Price, and Comments will be automatically entered.

That leaves only the Quantity and, if applicable, Discount fields to be filled out. If you wish to enter a Discount, add in the dollar amount in the Discount field. The Tax Amount will then be calculated based on the discounted price.

Once all information has been filled out, click the "Add Item" button. Repeat this process until all desired items have been entered on the Invoice. At this point, either Print, or Save the Invoice.


Applying Payments To An Invoice.....