How do I create an Invoice? (with VIDEO)


Street Invoice 1.5 or later:

1. Create New invoice:​
  • From the Street Invoice Home Screen, touch Invoice.
  • Touch + (plus sign) to begin creating a new Invoice
  • Select the customer for this invoice.
    (You can also select a new customer that is not on the list. Touch the plus sign on the Customers screen to add a new customer. The new customer will automatically be selected for this invoice.)
2. Add items, one at a time:
  • Tap Add Item
  • Select an Item from the Item list.
    (If the Item you'd like to use is not on the list, you can add a new item by touching on the plus sign.)
  • If Cost is enabled, you can set and adjust the Cost for the item.
  • Enterprise only: Tap the Price Tag icon to select the Price Level to use
  • Enter a description if you'd like. (This is a good place to add details of the work done or parts sold.)
  • Enter a quantity.
  • Set the Cost for the Item
  • Enter or update the price.
  • Select if the item is Taxable. (The Item will be displayed on screen with (T) next to the item code.)
3. Add many items at once:
  • Tap Add Item
  • Tap the “MULTI” checkbox.
  • Tap on the plus sign next to an item to increase the quantity of that item
  • Tap the item name to set the description, quantity and price for the item.
  • If the Item you'd like to use is not on the list, you can add a new item by touching on the plus sign.
  • Enterprise only: Tap the Price Tag icon to select the Price Level to use
  • When your done selecting items, tap the checkmark, and all the selected items will be added to the invoice.
4. Save the invoice
  • To Save the Invoice, (and send it, if Send Invoice is checked) be sure to touch Save or Save & Send.
  • If you do not touch Save, your invoice and any changes you made will be lost, (and the invoice will not be sent).

Invoice Options

  • Change the invoice date
  • Add a PO number to display on your invoice.
  • Select a Promotion to apply to your invoice. Promotions are preset discounts that you can easily apply. Set promotions from the Windows edition of Street Invoice, in the Discounts section of Settings.
  • Discount: Choose a fixed discount amount ($), or a percentage of the invoice total.
  • Taxable Amount: This is the total of all items that are set as taxable in the item list. Sales tax will be calculated based on this amount.
  • Select a Tax rate to use. See Add Sales Tax to Invoices & Estimates.
  • Add shipping charges to your invoice.
  • If you setup jobs for your customer, select which job this invoice relates to. See Create Jobs.
  • Set the invoice Status. Note: You can mark the Status of an Invoice as Paid here. This option is provided for your convenience. However, it does not affect the customer’s balance, and the invoice will still be displayed in a Statement, until full payment has been applied to the invoice.
  • Change the Sales Representative. (The default is the user currently logged in to Street Invoice.)If you have multiple companies configured: Select the Company for this Invoice. (Defaults to the default company for your customer, or to your default company.) (For more information, see How do I add another company brand?) (Pro only)
  • Set the Terms. (You can setup custom Invoice Terms in the desktop edition of Street Invoice.)
  • Void an invoice.
  • Add a note, which will appear on the bottom of the invoice.


 

Windows PC

  1. From the main screen, select Invoices.
  2. Click New Invoice (on the bottom right of the screen).
  3. Click on the customer you would like to invoice, and then click Select. (You can also add a new customer and select the new customer.)
  4. Click Add Item on the left of the screen to add items to the invoice.
  5. Click on the Item you'd like to add, and click Select. You can also add a new item and select the new item.)
  6. Update the item Description, Price, and Quantity as desired as well as any other of the invoice options.
  7. To print or email the invoice, use the Print / Email Invoice on the bottom of the screen.
  8. To apply a payment, use the Payment Details button, and click New Payment. Then select the amount to apply from the payment screen.
     
 

Older versions of Street Invoice:

(These steps are for Android or BlackBerry 10 devices. BlackBerry OS 7 or earlier has some variations.)
1.       From the Street Invoice Home Screen, touch Invoice.

2.       Touch  (plus sign) to begin creating a new Invoice

3.       Select the customer for this invoice.

(You can also select a new customer that is not on the list. Touch the plus sign on the Customers screen to add a new customer. The new customer will automatically be selected for this invoice.)

4.       Select an Item from the Item dropdown list.

(If the Item you'd like to use is not on the list, you can add a new item by touching on the small plus sign.)

5.       Enter a description if you'd like. (This is a good place to add details of the work done or parts sold.)

6.       Enter a quantity.

7.       Enter or update the price.

8.    Select if the item is Taxable. (The Item will be displayed on screen with (T) next to the item code.)

9.       Touch the Save, or Save & New to add more items.

10.       Touch the plus sign to add more items.

11. To Save the Invoice, (and send it, if Send Invoice is checked) be sure to touch Save or Save & Send. If you do not touch Save, your invoice and any changes you made will be lost, (and the invoice will not be sent).

Invoice Options

·         Change the invoice date.
·         Add a PO number to display on your invoice.
·         Select a Promotion to apply to your invoice. Promotions are preset discounts that you can easily apply. Set promotions from the Windows edition of Street Invoice, in the Discounts section of Settings.
·         Discount: Choose a fixed discount amount ($), or a percentage of the invoice total.
·         Taxable Amount: This is the total of all items that are set as taxable in the item list. Sales tax will be calculated based on this amount.
·         Select a Tax rate to use. You can setup tax rates and set a default tax rate in the Windows PC edition of Street Invoice. See Add Sales Tax to Invoices & Estimates.
·         Add shipping charges to your invoice.
·         If applicable, select which job this invoice is related to. You can setup jobs for your customers in the Windows PC edition. See Create Jobs.
·         Set the invoice Status. Note: You can mark the Status of an Invoice as Paid here. This option is provided for your convenience. However, it does not affect the customer’s balance, and the invoice will still be displayed in a Statement, until full payment has been applied to the invoice.
·         Change the Sales Representative. (The default is the user currently logged in to Street Invoice.)
·         Void an invoice.
·         Add a note, which will appear on the bottom of the invoice.

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