Click this button to open the New Invoice window.

Click the box to upload your business logo.

Enter the customer's name or select a previous customer from the drop menu.

The purchase order number is printed on the invoice and on the statements for customer reference. Leave this blank if it is not required.

Enter the address the invoice should be sent to.

Enter the address the products should be sent to. Leave this blank if this is not required.

This number is automatically generated, but can be changed when creating a new invoice.

Select the invoice date.

Select the type of payment terms.

• COD: Cash On Delivery.
• Pay in Days: Select the date the payment is due.

Enter or select a salesperson for this invoice.

Enter quantity of an item added to the invoice.

Enter hours of a service applied to the invoice.

Enter a unique, short (but memorable) code for this item. This will not be displayed on the invoice.

Enter the full description you want to be displayed on the invoice.

This is the price of one unit of the item.

This is the cost of one hour of the service.

Enter a percentage to apply a discount to the line item.

Select the tax rate that applies to the item. If the only option available is None, you may need to configure the Tax Options

This is the total for an individual item if you have several items on one invoice.

Use this button to remove an item from the invoice.

Use this button to add another item to the invoice.

This is the total cost before taxes or discounts are applied.

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.

This is the summary of the taxes applied to this invoice.

This is the discount, sales tax and total display.

Enter any note that you would like to be printed on invoice. This note would be displayed on PDF copies and print-outs.

Enter any private note regarding the invoice. This won't be displayed on PDFs or print-outs.

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.

Click this button to record the invoice. You can print, email, or apply payment to it later, if needed.

Select this option to record the invoice and email it immediately.

Select this option to record the invoice and print it immediately.

Select this option to record the invoice and preview it in another tab.

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.

Preview the invoice as a PDF document before creating it.

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.

Click this button to record the changes made on this window.

Click this button to record the changes made on this window.

Click this button to ignore the changes made on this window.

Invoices List

Use this tab to manage your invoices. Here you will see a list of all the invoices recorded in Brisk Invoice.

• Search and Filter:
  • Period: Select a date period from this drop-down menu, and click 'Search' button to view the record list from the selected period.
  • Start: Select or enter a start date if you want to view the record list from a custom date period.
  • End: Select or enter a end date if you want to view the record list from a custom date period.
  • Keyword: Enter a search keyword (i.e. customer name, invoice number, item code or description) if you want to further filter the list.
  • Search button: You must click this button to filter the record list for the specified period or search keyword.
  • View: Select a type of invoice from this drop-down menu to switch between viewing the invoice table and recurring table.
• Date: The date the invoice was created.
• Number: This number is automatically generated by Brisk Invoice, but can be changed when creating a new invoice. Click on the link to download the record as a PDF file.
• Customer: The customer's name.
• Amount Due: The amount of payment owed by the customer.
• Total: The total amount of money tendered from the customer.
• Status: This displays the current status of the invoice.
• Sent: This displays either a confirmation icon if the invoice has been emailed or an icon which, when clicked, will open the email dialog.
• Action: You can perform the following actions to the customer's entry.
  • Edit: Edit the currently selected invoice record.
  • Save PDF: Save the invoice as a PDF file on your computer.
  • View PDF: Preview the invoice as a PDF file before saving or printing.
  • Save XML: Save the invoice as an EN 16931 standard XML file on your computer.
  • Print Invoice: Select this option to print the invoice.
  • Packing Slip Save the packing slip as a PDF file on your computer.
  • Shipping Label Save the shipping label as a PDF file on your computer.
  • Create Duplicate Create a duplicate invoice as the current.
  • Email: Email the invoice as a PDF file to any email address that you wish.
  • Delete: Delete the invoice permanently and remove it from the list.
  • Payment (if available): Apply customer payment to the invoice.
  • Online Payment (if available): Apply online payment to the invoice.
  • Pay via PayPal (if available): Apply a PayPal payment to the invoice.
  • Mark As Sent (if available): Mark the invoice as sent.
  • Run Invoice Now (if available): This feature is only available to Recurring Invoices. A new invoice will be generated if the recurring period requirement has met on selecting this option.
  • Edit Schedule (if available): Edit the schedule of the recurring invoice.

Click here to open help manual for the left menu bar.