Manually Create an Invoice
Manually Create an Invoice
1. In Stride you can create manual invoices for customers. These invoices will be separate from repair orders or sales orders and will not affect product inventory levels. However, if you add a product to the invoice it will affect your interim inventory account (if you are using Stride Accounting). Service based products will not affect the interim inventory account.
Invoices are a method for recording payments from a customer.
Note*: Invoices do not have to have a product attached. You can simply enter a label and price and create an invoice not tied to a product or service.
2. In this example, we will go to the Accounting Module.
Note* You can create invoices by going to the contacts module, selecting the contact, navigating to the "Invoices" section on their contact card and creating a new invoice. This will prefill the customer information.
3. Click "NEW INVOICE"
4. Click the "Customer?" field and search for your customer.
5. This creates a draft invoice.
Now you can add products/services to this invoice.
Note*: Invoices do not have to have a product attached. You can simply enter a label and price and create an invoice not tied to a product or service.
6. The label field will automatically populate if you select a product/service. If you don't want to create an invoice for a product/service you can add a label here. This will create an invoice that is just for recording payments.
7. If a product or service is selected the account will automatically be selected based on that product/service.
You can manually change the account for the invoice.
8. Click here to set the price. You can also add a discount and change the taxes if necessary.
Note*:You can change the view of what columns are showing by clicking this toggle button and selecting the columns you want to see.
9. Click here to save. If the invoice is ready to send to the customer you can click "Confirm"
Once confirmed the invoice can be sent to your customer via email and they can pay for it online (if online payment is enabled), you can settle it at the point of sale, you can take a check payment for the invoice, or you can take an over the phone payment by clicking the Action>Stride Payment option.