Creating a sales invoice

Select Finance > Sales invoices from the menu.

Next, press the "Create invoice" button:

Fill in the information block in the invoice header.

"Invoice number" is filled in automatically (from the system settings, it is possible to choose the invoice number prefix, from which invoice number the invoices start and if the invoice number is multi-digit).

"Invoice date" comes automatically according to today's date, if necessary it can be changed.

"Payment condition" - according to the selected company, the number of its payment days is displayed (if Payment days are set under company information), if necessary, you can also enter/change it manually.

"Project" - you can choose from existing and active projects. The project code and project name are displayed together.

Specify the "Company" to whom the invoice will be created. If the company has already been added to the system, the company appears in the drop-down list and can be selected with the mouse:

Next, choose a contact person. If the desired contact does not exist in the list, click on the "pencil" icon after the company and you can add all the desired contacts there:

In addition to adding contacts, it is possible to pre-fill all the necessary company contact information in the module that opens.

Be sure to fill in the "Invoice e-mail" field!

Returning to the sales invoice - in the lower "Details" table, determine where the revenue goes to the project (choice from the drop-down menu) and describe the invoice's comment, unit, quantity, unit price.

You can select a project in the "Project" column above the invoice line only if no project is selected in the header!

If the project is selected, the documents in the "Revenue forecast" table of this project can be selected by their name in the "Payment application name" cell. If no project is selected, the cell is empty.

"Comment" - a freely entered text box - after writing, be sure to press the Enter key so that the line is confirmed!

When everything is ready, press the "Confirm" button after which the invoice is added to the income side of the project in Bauwise. As long as the invoice has not been confirmed, its status is: "Awaiting confirmation" and the invoice number has not been assigned to the invoice.

With the "Copy invoice" button - you can make an invoice from this invoice with the same data (without the invoice number).

The creation of an invoice can be canceled at any time or an existing (unconfirmed) invoice can be deleted with the "Delete" button.

If you still want to change the invoice after confirmation, click the "Remove confirmation" button.

"PDF" - to create an invoice in PDF format from this invoice. Requires prior system setup to start working.

"Send Invoice" - option to send a PDF invoice by e-mail to the company's contacts indicated on the invoice (the template used depends on the company under which the invoice is made and in which language the user uses the system). Requires prior system setup to start working. To send an invoice to the customer, press the "Send invoice" button:

In the window that opens, select the appropriate e-mail addresses and press the green "Send invoice" button:

The e-mail field is automatically filled with the e-mail address of the company's invoices. You can select the e-mail addresses of all added contacts in the CC field. You can describe the title and content yourself.