Create, send and handle sales invoice

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

In Nmbrs Accounting, it is possible to manually create a sales invoice, then send it to your customer by mail or email and then handle it correctly.

Create sales invoice in foreign language

You can also create English, French or German sales invoices in Nmbrs Accounting.

For a detailed description see article Create foreign language sales invoice.

Send recurring sales invoices (via contract)

If you have to send some sales invoices to the same customers on a regular basis, you can set up recurring invoices (via contracts) that Nmbrs Accounting will automatically prepare to send to your customers.

For a detailed description see article Contracts (create and send recurring invoices).

The following steps required to work with sales invoices in Nmbrs Accounting are described below:

• prepare invoicing
• create a sales invoice
• send a sales invoice
• handle a sales invoice.
  
  

Prepare invoicing

To prepare for working with sales invoices in Nmbrs Accounting, the following items must be taken care of:

• set up invoice settings (e.g. setting and changing invoice number)
• set up invoice delivery settings (e.g. the sending method)
  
  Click on the video to watch 'Yuki Sales settings'! (NL)
  
  
  
• create or change invoice layout (e.g. creating digital invoice paper based on PDF)
  
  Click on the video to watch 'Yuki Invoice layout settings'! (NL)
  
  
  
• add sales items
• add sales item or new sales item price to price list
  
  Click on the video to watch 'Yuki Sales items & price lists'! (NL)
  
  

Create sales invoice

To create a new sales invoice, follow these steps: 

• enter the invoice details (contact, layout, payment term and method)
• add one or more invoice lines (sales items)
• if necessary, add additional details (e.g. when paying an invoice via 'Direct debit' or 'Refund'
• if required, add an attachment to the invoice (from your device or from the Archive in Nmbrs Accounting)
• save the invoice as a draft invoice.

Send sales invoice

If required, the sales invoice can be sent directly to your customer. To do so, follow these steps:

• prepare the sales invoice for sending to the customer
• if necessary, add notes
• check and, if necessary, change the invoice date and/or sending method
• process the invoice in the administration (this will cause the invoice to be sent to the customer).
  
  Click on the video to watch 'Yuki Create and send invoices'! (NL)
  
  

Handle sales invoice

Then, the sent sales invoice must be handled, if necessary:

• if necessary, send a reminder or demand for payment (in bulk) by e-mail
  
  Click on the video to watch 'Yuki Reminders'!
   
  
  
• if necessary, create a credit invoice