Invoices - Add an Invoice

An invoice is generated from a Delivery Note and includes all product units and values.

If you have not yet created a Delivery Note, please read: Delivery Notes - Add Delivery Note.

An invoice is an official document sent after goods have been shipped, formally requesting payment for the products or services provided.

If you need to request an upfront payment, such as a deposit (e.g., 30%) or the full balance before shipping, you should create a proforma invoice. These preliminary documents outline the estimated costs and serve as a good-faith agreement, allowing you to get paid before the sale is finalised.:

• Proformas - Add Proforma for Deposit Payment
• Proformas - Add Proforma for Balance Payment

Tip: To edit an existing Invoice record, click on it in the Orders or Invoices list view.

#Find the Sales Order and click the button [OT] to access Order Tracker

The Order Tracker is where you see all the documents related to a specific Sales Order.

#Click the action button next to the DN number and click [Add Invoice]

#The screen will populate with details from the Delivery Note

Complete any missing information if you need it on the Invoice.

#The Products tab lists Products and quantities from the Delivery Note

The quantities and prices are now independent. A change made in the invoice will NOT automatically update the Delivery Note and vice versa.

Warning: A warning icon will display if there are products with a quantity (Qty) greater than '0' with a unit price set at '0.00'. The message Product with '0' Value' will appear when hovering over the yellow triangle.

#Go to the 'Totals' tab to enter any transport charges

Tip: Discount comes from the Sales Order or Customer Entry or it can be added/amended, the Unit Price pulls from the Sales Order

#Enter any transport charges

#Gross weight, number of cartons and dimensions come from the Delivery Note or they can be added

#[Save] and [OT] or [Close] to go back to the Order Tracker

#The Invoice now shows in the Order Tracker

Click [Actions] and [Print] to export the document to PDF

Click [Envelope Icon] to email the document directly from Zedonk

#There are multiple Invoice PDF download options

EXPORT includes information for customs.

DUTY can follow a separate price list (i.e. You sell to your customer at LANDED prices but need the paperwork for custom to show EX prices)

DOMESTIC includes basic info and quantities by size.

Via the checkboxes, you can choose what information to include on each invoice type.

You can also select between the CLASSIC style PDFs or the new Portrait/Landscape PDFs depending on the availability per type.

#Example of EXPORT Invoice - Classic

#Example of EXPORT Invoice - Portrait

#Example of EXPORT Invoice - Landscape

Tip: Export Invoice - Landscape PDF includes the product 'Unit Weight' and 'Line Weight' values.

#Example of CLASSIC DUTY invoice

#Example of DUTY invoice - Portrait

#Example of DOMESTIC Invoice - Classic

#Example of DOMESTIC Invoice - Landscape

Note: To print a Commercial Invoice (Shipping Invoice), please see Delivery Notes - Print.