How to create an invoice

Invoice creation is essential in the management of any business. From Stockagile you can quickly create invoices and associate them to the corresponding transactions.

Requirements to be able to create invoices

• The user must have the role of OWNER, STORE MANAGER or WAREHOUSE MANAGER. You can see the different types of roles in the section Create or edit a user.

Steps to create invoices

1. Go to the BILLING section in the INVOICING section.
2. You will see the list of invoices where you can filter and view:
   • Reference: Invoice reference
   • Billing: Billing date
   • Payment: Invoice payment status
   • Total: Total invoice amount
   • Source: Where the invoice is generated from
   • Client: Client assigned to the invoice
   • File: Direct access to download the invoice in PDF format without needing to enter this.
3. On the screen that appears, click on the NEW INVOICE button at the top right.
4. A pop-up appears where you must indicate the type of serial number to associate the invoice with.
5. You can see where to edit serial numbers in the article Creating and editing serial numbers.
6. In the first section, complete the contact details.
   1. The name of the contact
   2. Billing address
   3. Invoicing and due date
   4. Fiscal address
   5. Serial number if you want to modify it
   6. Invoice concept
   7. You have a SHOW ALL OPTIONS button at the top right, where a drop-down menu appears with the currency, language and rate.
7. In the next section you can add Lines, Lines are products or services that you can have either stored in the system or enter them manually, it is important to note that if you select products that you have entered in the inventory, these will not be deducted from the stock.
8. In the next section you must add the delivery note(s) corresponding to that sale. A pop-up appears where you can type the serial number of the delivery note or the customer's name.
   • ⚠️ Note: If the invoice is related to a retail sale or to a delivery note of a purchase/sale, the origin of it will be indicated on the invoice, with direct access to the relevant source.
9. In the fourth section you specify the payment method, the discount and you also have the option to write notes.
10. Finally, you can see the method of payment, the amount and the date to complete it.
11. When you go to the main INVOICES screen, you can filter them with the search engine and the calendar icon to filter by periods.

Step 2: invoices list

Step 5: Main screen of how to create an invoice and information to fill in.

Step 8: Reference of the delivery note and the corresponding purchase