Sales Invoice & Credit Note System

Customers

ID	Name	Contact	Phone	Email	Credit Limit	Balance	Actions

Create Quotation

Quotation Date: Customer: Quotation Number: Expiry Date:

Reference: Currency: Payment Terms:

Quotation Items

Description:

Category:

Quantity:

Unit Price:

VAT Rate:

Description	Category	Qty	Unit Price	VAT Rate	Net	VAT	Gross	Actions
Subtotal:					0.00	0.00	0.00

Notes:

Create Proforma

proforma book

Create Proforma Invoice

Proforma Date: Customer: Proforma Number: Quotation:

Reference: Currency: Payment Terms:

Proforma Items

Description:

Category:

Quantity:

Unit Price:

VAT Rate:

Description	Category	Qty	Unit Price	VAT Rate	Net	VAT	Gross	Actions
Subtotal:					0.00	0.00	0.00

Notes:

Create Sales Invoice

Invoice Date: Customer: Invoice Number: Proforma:

Reference: Due Date: Currency:

Invoice Items

Description:

Category:

Quantity:

Unit Price:

VAT Rate:

Description	Category	Qty	Unit Price	VAT Rate	Net	VAT	Gross	Actions
Subtotal:					0.00	0.00	0.00

Notes:

Create Sales Credit Note

Credit Note Date: Customer: Credit Note Number: Original Invoice:

Reference: Currency: Reason:

Credit Note Items

Description:

Category:

Quantity:

Unit Price:

VAT Rate:

Description	Category	Qty	Unit Price	VAT Rate	Net	VAT	Gross	Actions
Subtotal:					0.00	0.00	0.00

Notes:

Customer Receipts

Receipt Date: Customer: Receipt Number:

Payment Method: Reference: Amount:

Apply to Invoices

Select a customer to see their outstanding invoices

Notes:

Customer Refunds

Refund Date: Customer: Refund Number:

Payment Method: Reference: Amount:

Linked to Credit Note

Notes:

Sales Book

From Date:

To Date:

Customer:

Type:

Type	Date	Doc No	Customer	Description	Net	VAT	Gross	Status	Paid	Actions

General Ledger

From Date:

To Date:

Account:

Date	Account	Debit	Credit	Customer	Doc No	Description	Type

Customers

Create Quotation

Quotation Items

Create Proforma Invoice

Proforma Items

Proforma Invoices

Create Sales Invoice

Invoice Items

Create Sales Credit Note

Credit Note Items

Customer Receipts

Apply to Invoices

Customer Refunds

Linked to Credit Note

Sales Book

General Ledger