An Invoice is a commercial document issued from a seller to a buyer indicating the list of products/services rendered.

It also presents the products/services' respective costs.

Any Tracked Products sold will reduce the stock inventory recorded in the system.

Invoice Creation on Deskera Books

On the New Invoice page, you will need to indicate the Contact that you are selling to, the Products that you will be selling, and their Quantity. You will also need to indicate any applicable tax and discounts.
  1. Go to the Sell Tab and click Create. Select Invoice.
  2. Select your customer’s company in the Contact field. If they are not an existing Contact saved in your Contact Master, you can also fill in their company details as a new contact. Click here to find out how to add a Contact into your Contact Master.
  3. Determine the invoice date and the valid date of the Invoice. By default, this follows the payment terms set for the Contact selected.

4.  You have the option to choose the aut0-filled products from previous invoice for this contact. Click on Yes for the system to populate the data.

5.  Select the products ordered by the customer and indicate the product description, quantity, UOM and additional tax wherever applicable. If the product you wish to include does not exist in the Product Master database, you may add a new product from this page.

6.  Indicate if the products' unit price is inclusive of Tax (7%).

7.  Save the Invoice by clicking the 'SAVE' button at the top right-hand corner of the page.

8.  Do note that you can always search for the invoice of your contacts by entering their name and even the document number on the search records fields.

9.  Click on the Filter button to filter the invoice document based on dates.

Click on the filter icon to download the invoice summary in PDF, CSV and Excel format

10.  Deskera Books users can export the Invoice Summary List and saved them as PDF, Excel, and even CSV files to their desktop.

Congratulations! You have successfully created an Invoice.