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Drafting Invoices in essensys Operate
Drafting Invoices in essensys Operate

A Guide to Creating Draft Invoices using essensys Operate

Stuart avatar
Written by Stuart
Updated over a week ago

Before actually billing your customers, you can draft invoices, by going to  Invoicing > Draft Invoices.

2. Start by entering the basic invoice information:

  • Choose the Location of the customer you want to invoice.

  • Choose the Customer account.

  • Add a short Description under the Invoice text field.

  • Choose a Due Date

2. Add Charges

  • Start by entering a Billing Period.

  • Search for the Product for which you want to invoice the customer.

  • Add a Reference - This can be any reference information that you deem important for this particular charge. References are primarily related to billing dates or periods.

  • Enter a Quantity - The default value is “1”.

  • Make sure that the List Price is correct. The list price is without tax (which will be added as soon as you select a tax in the next field). The total charge will sum up the list price and tax amount.

  • Check that the Discount is correct (if there was any).

  • Check the Discounted Price.

  • Check the type of Tax.   

  • Ensure that the Total Price is correct. 

  • Use the Add a new line button and follow the same steps to create a new line within the invoice.

  • Be sure to Save when you are ready.

The Draft Invoices section also includes the invoices that have been generated after a bill run. All drafts need to be approved before they are billed and sent to customers. Here is how to issue invoices.

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