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Setting up the Invoice properly is key to getting Customers the right information regarding their Order and being paid in a timely manner. Most often, customers who pay "By Account" with a Purchase Order Number

After setting up your Invoice, you can learn more about using the Invoice Module by reading the Invoice Module Collection Articles.

Set Up Invoice Module

Go to Setup > Organization > Invoicing.

Fill in the appropriate Invoicing Information as needed.

Required Information

The Required Information section is to ensure that your invoice is legally compliant in your country with the legal name and address for your business. This may differ from the trading address and contact information, which can be entered in the Business Information section.

Multi- Invoice

Click 'Enable Multiple Orders per Invoice' to turn on Multi-Invoicing, which allows you to add more than one Order to a single Invoice.

Company Logo

The Company Logo is what appears on Invoice Sheets sent to Customers.

Account System

Choose how you'd like the Invoices to be made. If you export Invoices to a specific accounting site, you can check which one to make sure the information transfers over fluidly and accurately.

Nominal Code

The Nominal Code is the accounting code to which any Invoice Export posting will be directed. This box must be checked to customize Nominal Codes for Accounting and Reports.

Terms

Use the Terms Box and dropdown to set your standard 'credit' or 'house' account terms. These terms, along with the Due Date, are then printed on Account Invoices.

Default Invoice Due Date

Choose when you want Customers to turn in their Invoice Payment by.

When finished filling out the details, click Save.

That's how to set up the Invoice Module!