Empress Guide: Simplify Billing with Sales Invoice Feature

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Welcome to Empress, your all-in-one business management solution! In this guide, we’ll be exploring a crucial feature of Empress - Sales Invoice.

Introduction to Sales Invoice

A Sales Invoice is a bill that you send to your customers. Upon receiving this invoice, your customers will make their payment. From a business perspective, a sales invoice is an accounting transaction. It helps you keep track of your receivables and book income against a customer account.

Getting Started

To create your first Sales Invoice, follow the steps below:

  1. Log into your Empress account.
  2. Navigate to the side menu and click on Sales.
  3. From the dropdown menu, select Sales Invoice.
  4. Click on Create New to start crafting your first invoice.

How to Use Sales Invoice

Now, let’s dive into the components of the Sales Invoice feature:

Adding Customer Details

  1. Fill in the Customer Name. This will auto-populate the customer’s details from the database.
  2. Check and confirm the Billing Address and Shipping Address.
  3. Select the appropriate Payment Terms.

Adding Product Details

  1. For each product or service sold, click on Add Item.
  2. Fill in the Product Description, Quantity, and Rate.
  3. The Total Amount will auto-calculate based on the quantity and rate entered.

Finalizing the Sales Invoice

  1. Review all the details entered for accuracy.
  2. Click on Save to store the invoice in the system.
  3. Click on Submit to finalize the invoice.

Once submitted, Empress will update the receivable and book income against the customer account.

User Roles and Permissions

The ability to create and manage Sales Invoices in Empress depends on user roles and permissions. Typically, roles like Sales Manager, Accounts Manager, or Administrator have access to this feature. However, these roles and permissions can be customized according to your business needs.

Conclusion

The Sales Invoice feature in Empress is a powerful tool that simplifies your billing process, ensures accurate accounting, and enhances your overall business operations. By effectively utilizing this feature, you can maintain a clear record of your transactions, streamline your financial management, and improve customer relationships by providing timely and accurate bills.

For additional help or resources, feel free to visit our Support Page or reach out to our dedicated customer service team. Happy invoicing!