How do you create an invoice?

How do you create an invoice?

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

TABLE OF CONTENTS

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

How to create an invoice in Telaris

After an order is completed, it is possible to invoice immediately. Depending on the workflow, you can also invoice after a quote is approved, or at a point when a work order is completed.

The button for producing an invoice is located at the bottom right of the order view. Clicking it opens the invoice dialog box for selecting options for the invoice to be produced.

Here you will find the option "Automatically pick selected lines" which, with inventory management, automatically draws goods from stock when invoicing.

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

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

Send invoice

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

The invoice now has a status of "Not delivered". Until it is selected for sending, it will retain this status.

To ensure the invoice is sent, you are met with a pop-up with shipping options. The shipping options may also include EHF and eInvoice as options, depending on the Telaris configuration.

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

When the invoice is sent, it will be marked on the invoice with 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 have the option to view and change the terms for the specific invoice, the option to register payment if relevant, as well as crediting and reminders.

Guide for sending invoices to Duell