How to Create an Invoice

Introduction #

Creating and managing invoices is crucial for maintaining accurate financial records. This article provides a comprehensive guide on how to create and manage invoices in the Cosmic ERP Accounting module.

Prerequisites #

Before you begin, ensure you have the following details ready:

• Customer
• Category
• Items

Steps to Create an Invoice #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to Accounting System
   • Once logged in, locate and click on the Accounting System from the main menu.
3. Access Sales
   • In the Accounting System, find and click on the ‘Sales’ option.
4. Select Invoice
   • Click on the ‘Invoice’ option within the Sales section.
5. Create a New Invoice
   • Click on the create button to initiate the creation of a new invoice.
6. Enter Invoice Details
   • Customer: Select the customer for whom the invoice is being created.
   • Issue and Due Date: Choose the issue date and due date from the calendar.
   • Category: Select the relevant category for the invoice.
   • Reference Number: Enter a reference number for the invoice.
   • Footer: Select the appropriate footer for the invoice.
7. Add Items
   • Item: Choose the item to be included in the invoice.
   • Quantity: Enter the quantity of the item.
   • Price: Input the price of the item.
8. Create Invoice
   • Once all information is entered, click on the ‘create’ button to finalize and save the invoice details.

Conclusion #

Creating an invoice in the Cosmic ERP Accounting module is a straightforward process that ensures all invoice details are accurately recorded and managed. Following these steps will help you maintain clear and precise financial records.