Use this tab to manage your invoice records.New Invoice button
Click this button to open the New Invoice window.Add a logo (if available)
Click the box to upload your business logo.Customer
Enter the customer's name or select a previous customer from the drop menu.Billing Address
Enter the address the invoice should be sent to.Customer PO Number
The customer purchase order number is printed on the invoice and on the statements for customer reference. Leave this blank if it is not required.Shipping: Same as Billing
Check the box to use the customer's billing address as their shipping address.Shipping: Shipping Address
Check the box if the customer's billing and shipping addresses are different.Shipping address
Enter the address the products should be sent to. Leave this blank if this is not required.Invoice Number
This number is automatically generated, but can be changed when creating a new invoice.Date
Select the invoice date.Payment Terms
Select the type of payment terms.
Enter or select a salesperson for this invoice.Qty (if available)
Enter quantity of an item added to the invoice.Hrs (if available)
Enter hours of a service applied to the invoice.Item Code
Enter a unique, short (but memorable) code for this item. This will not be displayed on the invoice.Description
Enter the full description you want to be displayed on the invoice.Price (if available)
This is the price of one unit of the item.Rate (if available)
This is the cost of one hour of the service.Discount
Enter a percentage to apply a discount to the line item.Tax
Select the tax rate that applies to the item. If the only option available is None, you may need to configure the Tax OptionsLine Total
This is the total for an individual item if you have several items on one invoice.Delete
Use this button to remove an item from the invoice.Add Item (if available)
Use this button to add another item to the invoice.Subtotal
This is the total cost before taxes or discounts are applied.Shipping
Click on the link to enter any associated shipping costs with the invoice in the field. If any tax should be applied to the shipping, select the appropriate tax rate from the drop menu. Tax rates must be set up before they will be available here.List of Taxes
This is the summary of the taxes applied to this invoice.Total
This is the discount, sales tax and total display.Public Note
Enter any note that you would like to be printed on invoice. This note would be displayed on PDF copies and print-outs.Private Note
Enter any private note regarding the invoice. This won't be displayed on PDFs or print-outs.Foot Note
Enter or edit the current foot note. This note would be displayed on PDF copies and print-outs. The changes made here will be applied to all invoices, i.e., it is not unique to each invoice like a public note.Create Invoice (if available)
Click this button to record the invoice. You can print, email, or apply payment to it later, if needed.Create and Email (if available)
Select this option to record the invoice and email it immediately.Create and Print (if available)
Select this option to record the invoice and print it immediately.Create and Preview(if available)
Select this option to record the invoice and preview it in another tab.Save as Recurring (if available)
Select this option to record the invoice as a recurring invoice. Recurring invoices are the special invoices that can be run periodically to generate normal invoices. Payments cannot be applied directly to recurring invoices.Recurring Invoice Schedule (if available)
Start Date: Select or enter the date when the invoice should first be generated.
Interval: Select how often the invoices should be generated.
Action: Select the action that should be done after invoice has been recorded.Save Invoice (if available)
Click this button to record the changes made on this window.Save Recurring Invoice (if available)
Click this button to record the changes made on this window.Cancel
Click this button to ignore the changes made on this window.
Use this tab to manage your invoices. Here you will see a list of all the invoices recorded in Brisk Invoice.
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