How to create a Sales Invoice

Biztory brings you a journey on creating your invoice online and enjoys the easiness to create invoices that you can download, print or send online to your customer.

Let us share with you a few tips on why you should create your invoice online? 

You may save up working time with online invoicing instead of using templates and emailing PDFs. At the same time, this will minimize manual input and increase automation, mistakes and typos are reduced. And, you may be free from worrying about your invoice getting lost in the mail. The most important is you can easily keep track of all the invoices that you created.

Learn How To

1. Create an invoice online.
2. Create a sales invoice with foreign currency
3. Print the invoice that you have created.

Let Biztory help you learn How to create an invoice online.

1. Click Sales and go to Sales Invoice.

2. Click on Add New

2.1 Click on Sales Invoice

3. You will encounter this form

3.1 Choose your customer by clicking here

3.2 Click on Name

3.3 Select a customer. If you have no existing customer, scroll to the bottom and click 'Add Customer'. 

(If you have selected a customer, you may jump to Step 3.6)

3.3 You'll encounter this form. 

3.4 You'll encounter this form. Fill in all the required fields, and you can assign the customer to a specific customer group.

(If you want to learn more about creating a customer,  you may refer to: How to create a customer in Biztory)

3.5 Click Save after filling in all the required fields.

3.6 Fill in the invoice form details here

3.7 Fill in the product details in the invoice here

3.8 You can add discount or service charge here for your invoice.

3.9 Select a Remark Template

(If you don't know how to create a remark template, please refer to: How to Manage Remark Template)

3.10 Click on Insert Link

3.11 Enter the URL

3.12 Click on Insert Link

3.13 Click on Save

4. Once you're done, you hit save.

How to create a sales invoice with foreign currency?

Firstly, ensure that you have enabled multi-currency for sales invoices.

1. Click on your profile picture, go to the Company tab, and select Settings.

(If you have enabled multi-currency, you may jump to step 4)

2. Click on Currency and enable Multi-currency

3. Enable Sales invoice

4. Click on Sales and select sales invoices

5. Click on Add New

6. select a customer

7. Fill in the info

8. Click on the currency

9. Select the currency you want

(If here don't have the currency you want, you may click on cashflow and select currency on the navigation bar. Then, enable the currency you want. )

10. You can edit the exchange rate or click on Get Latest Rate to auto-fill the latest exchange rate.

11. Fill in the item details

12. Click Save

Here are the steps to print the invoice that you have created.

1. In your Sales Invoice page, click on the reference no. of your chosen invoice. 

2. Click on the more button and choose Print

3. All the details that you have set in the invoice will now be shown when you choose to print.

Related Guides on Sales Invoices

• To pay with foreign currency for sales invoices, please refer to: How to add payment for Sale Invoices when using foreign currencies?