Empress introduces the feature, Sales Invoice, that simplifies and streamlines your billing process. Sending a Sales Invoice to your customers prompts them to make the necessary payments. It’s an essential tool that helps keep your accounts in order and your business running smoothly.
Why is a Sales Invoice Important in Empress?
A Sales Invoice is a critical accounting transaction. Once you submit a Sales Invoice, Empress updates your receivable and books income against a Customer Account. This feature ensures that your financial and billing processes are efficient, accurate, and timely.
How to Create Your First Sales Invoice
Creating a Sales Invoice in Empress is a straightforward process. Here is a step-by-step guide to help you get started:
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Navigate to the Sales Invoice feature.
On the Empress dashboard, find and click on the ‘Sales Invoice’ option.
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Input customer details.
In the ‘Customer’ field, input the name of your customer. Empress will automatically populate relevant information if the customer is already in your database.
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Add items.
Click on the ‘Add row’ button under the ‘Items’ section. Here, you input the items/services you’re billing the customer for.
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Enter pricing and tax details.
After adding items, input the cost per unit and any applicable taxes. Empress will automatically calculate the total amount.
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Add additional details.
You can add extra information such as delivery date, payment terms, and notes in the ‘Additional Info’ section.
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Submit the Sales Invoice.
Click ‘Save’ to store the invoice as a draft. To send it to the customer, click ‘Submit.’
Tracking and Sorting Sales Invoices
Empress allows you to easily track and sort your invoices. You can filter invoices by status, customer, date, and more. This feature is crucial for keeping track of payments, following up on overdue invoices, and maintaining accurate financial records.
User Roles and Permissions
As a business owner or manager, you can assign specific roles and permissions for the Sales Invoice feature. For instance, you can designate who can create, edit, or view invoices. This way, you ensure that only authorized personnel can access and manage invoices, enhancing data security and integrity.
Why is this feature beneficial for your business?
The Sales Invoice feature in Empress streamlines your billing process, saving you time and reducing errors. It helps you manage your receivables effectively, ensuring timely payments and accurate bookkeeping. Furthermore, the ability to track, sort, and filter invoices makes it easier for you to manage your finances and make informed business decisions.
For more information, visit Empress’s user guide or reach out to our support team for assistance. Empress is committed to making your business operations as efficient and user-friendly as possible. Happy invoicing!