Invoicing is not just about billing a customer; it’s about ensuring accuracy, compliance, and efficiency in every transaction. The ‘Invoices’ feature in the Artintech ERP system is designed to help you generate precise and legally binding billing statements, reflecting every detail of the transaction.
Step 1: Navigate to the Invoice List Section #
Start by logging into your Artintech ERP System. From the menu, Scroll down to the Invoice Management section. Click on it to navigate to Invoice List under this section. Then, click on it to navigate to the Invoice Detail page.
Step 2: Review and Create an Invoice #
The Invoice List page is where you will see the history of your invoices, and you can review specific invoices using the search bar in the top. To add a new one, click the ‘New’ button on the upper right corner to navigate to the Invoice Detail page.
By clicking the ‘X’ button besides the ‘New’ button, you can export the data into Excel to save it into the desired location on your computer.
Step 3: Fill in Invoice Detail #
Fill in all the necessary information such as Invoice Number, Client Name, Invoice Date, Due Date, Payment Method, Additional Discount, and Billing Address. Select Payment Term.
You can write notes about the invoice in the Notes Box.
Step 4: Add an Invoice Item #
Click the ‘Add Invoice Item’ button in the lower left corner to add an invoice item and fill in information.
Step 5: Save the Invoice #
Once you have done, click the ‘Save’ button on the lower right corner.
