Wednesday, 1 February 2012

Types of Invoices in OfficeBooks

There are three types of invoices you can create with OfficeBooks.

Contact Invoices


A Contact invoice is not connected to a sales record.  This invoice type would be more common for businesses that sell intangible goods (consulting, rental properties, etc).

You will select a contact from your contacts list and make an invoice out for them.  The invoiced amount will be reflected as a billing for the current month on your dashboard.


Shipment Invoices


A Shipment invoice is linked to a shipment you have made from a sale.  This is the most common type of invoice used by businesses that sell tangible goods.

By selecting the shipment you want to invoice (or clicking the "Create Invoice" link from the shipments list), OfficeBooks will automatically complete the required invoice details.  You can edit the invoice if necessary before clicking the PDF Invoice button to generate your printable copy.


Sales Invoices

A Sales invoice is linked directly to a sale record.  This type of invoice would be more common for businesses (like plumbers or electricians) that sell a mix of intangible goods (labor) and non-stocked tangible goods.

By selecting the sale you want to invoice, OfficeBooks will automatically complete the invoice details based on the sale record.  You can edit the invoice if necessary before clicking the PDF Invoice button to generate your printable copy.