ERP ModuleInvoices
PDF Generation
Generating and sending invoice documents
Invoice PDF Generation
Create professional invoice documents for delivery to clients.
Generating PDFs
From Single Invoice
- Open the invoice
- Click Download PDF or Print
- PDF generated and downloaded
Bulk PDF Generation
For multiple invoices:
- Go to Invoices
- Select invoices
- Click Download PDFs
- Zip file with all PDFs
Invoice Layout
Standard Sections
| Section | Contents |
|---|---|
| Header | Company logo, invoice title |
| Addresses | Your address, client address |
| Details | Invoice number, date, due date |
| Line Items | Products/services, quantities, prices |
| Totals | Subtotal, tax, total due |
| Footer | Payment instructions, terms |
Sample Layout
╔══════════════════════════════════════════════╗
║ [LOGO] INVOICE ║
║ ║
║ Your Company Bill To: ║
║ 123 Business St. Client Name ║
║ City, Country 456 Client Ave. ║
║ ║
║ Invoice #: INV-2024-0001 ║
║ Date: January 15, 2024 ║
║ Due: February 14, 2024 ║
║──────────────────────────────────────────────║
║ Description Qty Price Total ║
║ Product A 10 $50.00 $500 ║
║ Service B 5 $100.00 $500 ║
║──────────────────────────────────────────────║
║ Subtotal: $1,000.00 ║
║ Tax (21%): $210.00 ║
║ TOTAL: $1,210.00 ║
║──────────────────────────────────────────────║
║ Payment Instructions: ║
║ Bank: ABC Bank | Account: 1234567890 ║
╚══════════════════════════════════════════════╝Email Delivery
Sending via Email
- Open finalized invoice
- Click Send Invoice
- Review email content
- Click Send
Email Contents
| Component | Description |
|---|---|
| To | Client's billing email |
| Subject | Invoice [Number] from [Company] |
| Body | Customizable message |
| Attachment | Invoice PDF |
Email Templates
Customize email content:
- Go to Administration > Email Templates
- Select Invoice template
- Edit subject and body
- Use placeholders for dynamic content
Available Placeholders
| Placeholder | Inserts |
|---|---|
{client_name} | Client's name |
{invoice_number} | Invoice number |
{invoice_total} | Total amount |
{due_date} | Payment due date |
{company_name} | Your company name |
Template Customization
Branding
Customize appearance:
- Go to Administration > Document Templates
- Select Invoice Template
- Upload logo
- Set colors
- Adjust layout
Adding Custom Fields
Include additional information:
- Project name
- PO number
- Custom notes
- Special terms
Multiple Templates
Different templates for:
- Standard invoices
- Pro-forma invoices
- Different subsidiaries
- Different languages
Document Settings
Number Format
Configure invoice numbers:
| Setting | Example |
|---|---|
| Prefix | INV- |
| Year | 2024 |
| Sequence | 0001, 0002... |
| Result | INV-2024-0001 |
Tax Display
How taxes appear:
- Itemized per line
- Summary at bottom
- Tax-inclusive pricing
Currency Format
Display options:
- Currency symbol
- Decimal places
- Thousand separator
Related Documents
Packing Slip
Generate packing slips:
- Items for shipment
- No pricing shown
- Shipping address only
Credit Note
Credit document format:
- References original invoice
- Shows credit amount
- Adjustment details
Statement
Client account statement:
- All invoices
- Payments received
- Outstanding balance