The Invoice module in WISPGate is a robust feature designed to streamline and automate your billing process. With this module, you can effortlessly generate professional invoices, track payments, manage balances, and oversee associated bank accounts, resulting in enhanced financial transaction management. Its user-friendly interface ensures a simplified experience, freeing up your time and energy to focus on other areas of business growth.
By utilizing the Invoice module, you can impress your customers with clear and itemized invoices that promote transparency. Additionally, customers have the flexibility to receive their invoices through SMS and/or email, catering to their preferred communication method. Furthermore, the module provides real-time data and analytics, enabling you to gain valuable insights into your invoicing and financial performance, and facilitating informed decision-making.
Creating an Invoice:
- Navigate to Billing
- Select Invoice
- Click the Add Invoice button
- Fields with an asterisk(*) are mandatory
Basic Information:
- Enter Invoice name
- Invoice status is auto-generated (marked as created)
- Select the specific Contact
- Select associated Organization
- Enter Invoice date
- Choose desire notification type
- Enter Invoice Due Date
- Select Project (often auto-generated)
- Select Opportunity (often auto-generated)
- Select desired Print Template
- Select the Bank account to bill
- Assign Invoice to
ITEMS DETAILS
- Select Tax Region
- Choose Tax Mode
- Select Currency Type
- Choose Prince Book
- Select Item Name
- Select Item Serial No.
- Enter Selling Price (Net Price & Total are auto-generated)
- Add Discount (keep in mind that discount changes the total price)
- Sub-total appears under each section
- To add more details to the invoice, by clicking Add Products, Add Service, or the Add Item Pack. Item-Pack as the name suggests, consists of a pack of Items.
Total
- All item totals, other charges, Grand Total, Received Revenue, and Balances are displayed.
- Make sure to add Taxes if necessary (Keep in mind that adding Taxes affects the grand total of the invoices)
- Select a Term & Condition if applicable
- Add Description if applicable
- Ensure all fields are filled (mandatory where applicable), then Save