You will need to create a new invoice every time someone has to pay you for goods or services. In accounting terms, this is sometimes called ‘accounts receivable’.
With Solna, you can attach important documents to invoices to make sure your customer has all the information they need to make payment. Solna can also issue automatic reminders for invoices, so you don’t have to keep chasing them for payment.
Invoices can be created as follows:
On the top right-hand corner of the navigation pane, select the + (Create) icon.
- On the top line, check the invoice date, invoice number and reference number. You can change any of these by clicking the field.
The invoice date and invoice number are required, but including a reference number is optional. You might add one if, for example, your customer has raised a purchase order with a reference number that must be quoted in an invoice.
Select the Customer from the drop-down list of customers.
Mark the date by which payment is due. Solna can calculate common due dates by standard grace periods of 15 days, 20 days, and 30 days. You can pick one of these from the drop-down list, or can set any payment date you wish by selecting Custom at the bottom of the drop-down list.
Check the VAT status. You might normally issue invoices that are inclusive or exclusive of VAT, so make sure this setting is correct.
Add the products and services into your invoice one by one. You can:
Under Product/Service, provide a headline description of each product or service
Under Description, provide a more detailed description
Under Qty, indicate how many of each item has been ordered
Under Cost, enter the unit cost of ONE item only, and Solna will do the calculations
As you enter more items, note that the Amount column changes to reflect the total cost of the invoice—this is also automatically calculated.
If you need to invoice more items than the form is showing, click Add lines.
If you want to remove lines from the invoice, click the grey X to the right of the row that needs to be removed.