Creating a Sales Invoice in Unleashed

Written by
Start a trial of Unleashed software
Written by
1 Minute Read
Share Blog:

What is a Sales Invoice?

A Sales Invoice is an itemized list or statement that provides the customer a list of goods that they have received from the business that they purchased items from.

Using Sales Invoices in Unleashed

In Unleashed, you (as a business owner) can use the Sales Invoice function to create, edit and send invoices to customers quickly and easily. This allows you to have the flexibility of customizing invoices to suit your purposes, and enhances the transparency of the sales process.

The following diagram demonstrates the Sales Process in Unleashed and where creating a Sales Invoice fits in that process.

Tips about Unleashed Sales Invoices

There are two forms of invoicing that you can use in Unleashed that is controlled by the Order Management feature.

1. When Order Management is off:

  • You can have a separate Sales Invoice for every sales order created, and
  • You can use the new Sales Invoice page to view and maintain sales invoices, email and print invoices as well.

2. When Order Management is on:

  • You can perform part invoicing
  • Create multiple invoices and shipments per sales order
  • You can view and manage invoices from the Invoice Enquiry report page
  • And you can use advanced features in the Sales Invoice page, i.e., Adding and removing lines, deleting etc.

See Invoice Enquiry for more information.

More about the author:
Share Blog:
Melanie - Unleashed Software

Article by Melanie Chan in collaboration with our team of Unleashed Software inventory and business specialists. Melanie has been writing about inventory management for the past three years. When not writing about inventory management, you can find her eating her way through Auckland.

More posts like this
Subscribe to receive the latest blog updates