How do I add a product to an invoice?

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If you have already created the product, you need to add the fee to the invoice.
If you haven't yet created the product, then you need to first create the product, and then add the product to the Fees list.

To create the product:

  1. Under Finances, click Fees.
  2. Click New Fee.
  3. In the Funder field, select "Private (Private)" from the drop-down menu.
  4. Enter the Fee Name (this will be displayed on the invoice).
  5. Select Item as the Fee Type.
  6. In the Product field, enter the product name and select to add it as a new product.
  7. The Add Product pop-up appears. Enter the Code, unit Cost, Tax and Opening Stock (Balance) for the product. By entering the quantity, Halaxy keeps a record of your inventory.
  8. Click Submit.
  9. Complete the rest of the information on the Fee Details page including the Amount the product costs and click the Save Fee button when finished.

 Or you can create the product when you add the fee:

  1. In the Fees & Charges section on the invoice, click Add Another Fee.
  2. In the Funder field, select "Private (Private)" from the drop-down menu.
  3. In the Fee Name field, enter the product name and select to add it as a new fee.
  4. The Add new fee pop-up appears. Ensure you select that it is an Item and add all the relevant information.
  5. Click Add Fee.
  6. This information now appears on the Add Invoice Line pop-up. Enter the quantity if more than one is purchased.
  7. Click Save.

If the product is already created:

  1. In the Fees & Charges section on the invoice, click Add Another Fee (or Add Fee if this is the first fee on the invoice).
  2. Enter the name of the product in the Fee field.
  3. Select the Quantity required then click Save..
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