Getting Started: How to create, print and send an invoice by sales contract

In Winner Bizz, after the customer has accepted the sales contract, users can then generate and send an invoice for payment.

At the Homepage:

1. Click the Financial icon:
   
   
   
   
2. Select Prepare customer invoices.
   Note: Or select Financial > To invoice, located in the menu bar at the top of the screen.
   
   
3. In the To invoice list, left-click to select the desired alternative to invoice and click Invoicing properties, located on the right side of the screen.
   Note: Or right-click the desired alternative and select Invoicing properties.
   
   
4. In the Alternative invoice properties window, under the Payment calendar tab, left-click to select the line to invoice for, for example, By sales contract.
   
   
   
   
5. Click Generate payment.
   Note: The new payment will be visible under the Payments tab.
   
   
6. Click Save to save the user's changes.
    
7. Click Generate invoice.
   
   
8. In the Invoice window, enter the required information, for example, the customer's invoice address and contact details, the payment method, and click Add to create payment deadlines.
   
   
   
   
9. Click Print to print a hardcopy of the invoice or send via e-mail.
   Note: After the invoice has been printed or sent via e-mail, users can click Save. Users will be asked if the invoice should be marked as Validated. Choosing to validate an invoice certifies that the contents are correct and that the document has been received by the customer. Once an invoice has been validated it can no longer be edited.

Next step: Getting Started: How to approve an order

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