When you sell products or services to a customer, you create an invoice to track the sale and payments. Invoices also help you keep track of what customers owe you.
To create a new invoice:
Click the Invoices tab to open the Invoices List.
Click the New Invoice button in the sidebar.
In the Customer field, start
typing a customer name. As soon as you see the customer in the menu, click
it. Or, click 
to add a customer on the fly.
In the Document Information section, enter the invoice number, the date, and the Customer PO number, if any.
When you enter the date of the invoice, WorkingPoint calculates the due date based on the date you enter and your terms you set up in Settings.
Check the “Include Shipping Information” checkbox if you want to enter shipping information, including shipping address, shipping charges, shipping carrier, tracking information, and other shipping details.
In the line item section, start typing
the product or service the customer is purchasing. Or, click 
to add a new item
on the fly. More on adding a new item
If you are adding an inventory item, WorkingPoint tells you the on-hand quantity as of the invoice date.
Press Tab. WorkingPoint enters the price and unit for you based on what you entered when you set the item up. But you can change the price if you need to.
In the Quantity column, enter the number of the item the customer is purchasing. WorkingPoint displays the quantity available as of the invoice date below the entry field so you can be sure not to sell more items that you have available to sell.
Press Tab. WorkingPoint calculates the total and applies the appropriate tax if the item is taxable. But you can change the taxable status and rate if you need to.
Continue adding items as needed. Click Add Line if you need more space.
To add a discount, choose whether the discount is a percentage or a dollar amount. Then enter the amount.
(Optional) Enter any notes for the customer. For example, you might want to say something like “Thanks for the work!”
(Optional) WorkingPoint pre-fills the terms and conditions, if you have set up your Settings to do so. But you can override it if you need to.
(Optional) Enter any other notes for yourself or your employees. The customer won’t see these notes.
Click Save Invoice.
Entering more invoices? Click the New Invoice button at the top of the invoice you just created.
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Tips: Click here for invoice tips. Note: If you have set up your account to receive invoice payments with PayPal, you can include a button on your invoice your customers can click to make a payment to you. |
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