How to Add a New Sale?

Sequence >Top menu >"+" Icon

  1. Click the button from the action buttons located at the top-right corner of the screen. Doing so reveals a list of options.
  2. From these options, click New Sale. Doing so takes you to the Create an invoice screen.

  3. Here, choose the customer from the Customer dropdown. As a selection is made, the relevant details are automatically populated in the respective fields.

  4. In case you want to add a new customer, click the +Add new customer button from the Customer dropdown.

  5. In case you want to associate an allocation, enable the Invoicing Timesheet toggle button. This reveals the From and To date selectors. Select the dates to define the allocations period.

  6. Moving to the Invoice Details section, choose the category to which the sale belongs using the Sale Category dropdown.
  7. Select whether it is tax inclusive/exclusive using the TAX Exclue/Incluse dropdown.
  8. Record the item details for each item using the Service or Product, Qt., Units, Hourly Rate, TVA(%), and Total HT fields and dropdowns.
  9. To add a new item, click the +Add a line button. This adds a new row with similar fields and dropdowns for you to record the details.

  10. In case you want to personalize the category, click the three-dot icon at the end of the row and select Personalize Category. Doing so reveals a dropdown that lets you choose between Products, Services, or Other.
  11. In case you want to personalize fields in items, customize imputations, change the invoice format or document language, click the Parameters button located at the top-right corner of this grid.
  12. "Hide the imputations and indicate another amount" This option allows you to hide the allocations in the invoice document so that you can enter another amount and they are marked as invoiced and do not appear again in the allocations to be invoiced when timesheet invoicing is activated.
  13. To customize categories in all rows, enable the Customize Categories in all rows toggle button.

  14. Type the service or product name in the Service or product field. If the entered product or service exists already, it is populated in the dropdown so that you can make a selection.

  15. Enter the adjustment value in the Adjustment field to round the total values .

  16. Enter any comments in the Comments textbox.

  17. To preview the invoice, click the Preview button located at the top-right corner.

  18. To generate the invoice and send it as well, click the Generate and send button.

  19. Clicking the arrow icon next to the Generate and send button opens a list of options from where you can select if you want to Generate without sending, Generate and download, Generate, send and finish, or save as draft.