The “Document → Invoiced sales” mode helps manage sales where an invoice is issued first and the goods are shipped with a delivery note. The video shows the “Invoice” tab: how to add products or services, select the recipient, check prices, and specify the payment method. An invoice can be created independently or based on a quotation.
Preparing an invoice and shipping goods
After creating an invoice, track its payment, reserve goods if needed, and prepare a delivery note. The mode provides customer contact details and document statuses, so the manager can follow an order from invoicing through shipment. Before printing, check the details, product list, and document total.
Video contents
- 00:00 — Introduction
- 00:35 — Where to find “Invoiced sales” mode in the Torgsoft accounting software
- 02:23 — Invoices by accounting center
- 05:10 — Invoice payment settings
- 06:24 — Can automatic invoice payment be configured?
- 08:35 — Where the “Add product” form is displayed
- 10:00 — Adding services
- 12:25 — Legal information
- 15:30 — Serial number information
- 17:00 — Barcode discounts
- 21:35 — Individual barcodes
- 22:35 — Bonuses
- 23:25 — Payment by invoice, cash payment, and creating a delivery note
- 33:40 — How to reserve goods
- 34:50 — Contacts and reminders
- 35:40 — How to update prices
- 36:35 — How to edit invoice information
- 37:07 — How to edit a customer card
- 37:23 — Summary
More details: Order management in an online store
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