How to create an invoice?

How to create an invoice?

Here you will find guidance on creating, editing, and following up on invoices in the system. We help you with everything from understanding the invoicing process to resolving any issues related to billing. The goal is to ensure efficient and accurate handling of your invoices.

TABLE OF CONTENTS

• How to create an invoice in Telaris
• Sending an invoice
• The invoice view

How to create an invoice in Telaris

Once an order is completed, it is possible to invoice immediately. Depending on the workflow, you can also invoice after a quote has been approved, or at a point when a work order is completed. The button to produce an invoice is located in the bottom right of the order view. Clicking it opens an invoice dialog box for selecting the invoice to be produced.

Here you will find the option "Automatically pick selected lines" which, when inventory management is enabled, automatically deducts items from stock upon invoicing.

Before final production, it is also possible to preview the invoice PDF.

Upon final production, click "Invoice" and you will be redirected to the invoice view. The invoice number is automatically created from the number sequence.

Sending an invoice

When an invoice is produced, you are directed to the invoice view showing an overview of the invoice information.

The invoice now has a status of "not delivered / Not delivered". Until it is marked as sent, it will retain this status.

To ensure the invoice is sent, you are presented with a pop-up with delivery options. The delivery options may also include EHF and eFaktura, depending on the Telaris configuration.

It is also possible to close or cancel the dialog box if it is necessary to check the invoice details before sending.

When the invoice is sent, it will be marked on the invoice with the method and date.

Tip: It is possible to select a custom email recipient when sending an invoice.

The invoice view

Invoice details with all necessary information such as invoice date, due date, invoice number, etc.

Here you will find the option to view and change terms for the specific invoice, the ability to register a payment if applicable, as well as crediting and reminders.

Guide for crediting an invoice

Under the invoice details, you will also find the order linked to the invoice. Clicking the line takes you to the order view.

Guide for sending an invoice to Duell