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Introduction - Invoices

An invoice is a financial document that represents the supply of goods or services between a vendor and a customer within MindX Inventory.

How Does an Invoice Work?

The workflow of an invoice in MindX Inventory is as follows:

  • Create an Invoice: Initiate the invoicing process by entering the required details.

  • Save or Send: You can either save the invoice as a draft for later editing or send it directly to your customer’s email.

  • Invoice Status: If the invoice exceeds its due date, its status will automatically update to "Overdue."

  • Record Payment: Upon receiving payment from your customer, you can record this payment against the invoice.

  • Update Status: After recording the payment, the invoice status changes to "Paid," reflecting this in various sales reports.

  • View Payments: All recorded payments for your customers can be viewed in the Payments Recorded module under Sales.

Create Invoice

You can create an invoice in MindX Inventory from the Invoices section.

Steps to Create an Invoice:

  • Navigate to Invoices from the Sales.
  • Click the + New button in the top right corner of the page.
  • Fill out the required fields:
    • Header Section: Invoice#, Invoice Date, Due Date
    • Dropdowns: Warehouse, Customer
    • Items Table: Item, Quantity, Price, Tax, Amount
    • Footer Section: Customer Notes, Subtotal, Tax, Total
  • Review the details for accuracy before finalizing the invoice.

Warning

Ensure that all required fields are filled out correctly to prevent delays in invoice processing and customer payments.

This process will help you accurately create invoices for your customers.

Creating an Invoice From a Sales Order

  • Navigate to Sales in the left sidebar and select Sales Orders.
  • Locate and select the sales order you want to convert.
  • On the details page, click the Convert to Invoice button.
  • Review the pre-filled information from the sales order in the invoice.
  • Make any necessary adjustments to quantities, prices, or taxes.
  • Click Save to complete the invoice creation process.

This streamlined process ensures quick and accurate invoice generation directly from sales orders.

View Invoices

If you’ve already created invoices, you can easily view them. Here’s how:

  • Navigate to the Invoices section.
  • Select the invoice you wish to view. !!! example "Insight" Regularly reviewing your invoices allows you to identify any overdue payments and take proactive steps to follow up with customers, improving your cash flow management.

This helps you keep track of your sales, manage customer payments, and maintain accurate financial records.

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