Getting started: How to create, print and send a final or full invoice

In Winner Bizz, once the goods have been delivered to the customer and installed, and any partial payments invoiced and processed, they can then invoice the customer for the final invoice. Alternatively, users who do not work with partial invoices can generate the full invoice.

Note: For more information on creating an invoice, see Getting Started: How to create, print and send an invoice by sales contract. For more information on partial invoices, see Getting Started: How to register a partial 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.
   
   
4. In the Workflow assistant, located on the right side of the screen, select Generate customer invoice.
   
   
5. In the Invoice type selection window, Winner Bizz will recognise that any partial payments have been invoiced, or that none are present, and will automatically select Full invoice (Final invoice). Click OK.
   
   
   
   
6. In the Invoice window, 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.

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