How to create an Invoice on Simplebks.

An invoice is a document that tracks the sales of a business's goods or services, they help you stay organized with accurate bookkeeping and business analysis.

Creating an Invoice on Simplebks: A Step-by-Step Guide

Step 1: Log in to your Simplebks account at http://app.simplebks.com.

Step 2: Navigate to 'Sales & Invoicing’ on the left side of the dashboard.

Step 3: Click on 'Create Invoice.'

Step 4: Enter Invoice Details:

• Invoice Description: Provide a brief description of the invoice.

• Customer Name: Enter the customer's name or create a new customer.

Step 5: Add Item Details:

• Item: Specify the item on the invoice.

• Unit Price: Enter the unit price of the item.

• Quantity: Indicate the quantity of the item.

Step 6: Additional Options:

• Add Note and Add Discount: Include notes or discounts for specific items.

• New Line: Click to add more items to the invoice.

• Add Terms and Note: Include any additional terms or notes.

Step 7: Calculate Invoice Totals:

• Subtotal: Automatically calculated based on item details.

• Add Discount, Add Commission, Add Delivery, Add Tax, Add Others: Adjust these as needed.

Step 8: Enter Payment Details:

• Amount Paid: Specify the amount paid by the customer.

• Mode of Payment: Choose between bank payment or cash payment.

Step 9: Preview the Invoice:

• Scroll up and click on "Preview" to review the invoice.

Step 10: Optional Steps:

• Invoice Reminder: Set a reminder if needed.

Step 11: Approve and Send:

• Click on "Approve" to finalize the invoice.

Step 12: Invoice sent successfully