Sales invoice handling in Heeros Mobile

Sales invoice handling in Heeros Mobile

Sales invoices view
Sales invoice creation in Heeros Mobile

Sales invoices view

Sales invoices view shows the open and paid sales invoices for the user. In order to see the paid invoices the company is to use the sales ledger functionality. 

It is possible to view the sales invoice details by first selecting 'Show invoices'. The list of invoices is opened. A specific invoice can be opened in details view by selecting it from the list.

Sales invoice creation in Heeros Mobile

You can create a new sales invoice on any of the views in Mobile by clicking the plus icon and selecting "New sales invoice". 

The sales invoice creation is based on the information in the customer and product registries of Sales Invoices.

Start the sales invoice creation by first selecting the customer. Then add wanted product(s) and determine their quantity. If the selected customer or product has incomplete information in the registry, you will be informed that the creation of the invoice will be unsuccessful.

Input next the other relevant information for the invoice creation, such as the description, receiver's account, invoice date, payment term, due date and order number. You can also add attachments from your phone's documents.

A summary of the sales invoice is presented. Create and send the invoice forward to Sales Invoices by selecting "Send invoice". Please notice that a sales invoice created in Mobile cannot be edited afterwards. Sending the invoice actually sends it forward.

The sales invoice's status will be updated as "paid" once the invoice status is updated accordingly in Sales Invoices.