Invoice Document Window

The document window in Daylite Sales Assistant is used for all document types (quote, proforma, invoice, supplier invoice, supplier order (in fact any document DSA can make) )

DSA Invoice Document Details View

The Main Tabs

Details

Set the following data for the quote:

The Invoice name
The Invoice number
The Invoice due date
The Invoice create data
The bank account

*The location feature can be used to quickly set the address, the currency and the bank account for the document.

• The primary contact that requested the job that the invoice will get addresses to on the PDF
• The Billing contact..the recipient of the invoice
• The Shipping contact. The person to receive the good.

*The addresses can be automatically set by using the contact icons on the linked contacts on the Daylite Sales Assistant tab on the opportunity.

DSA contact icons

The Invoice Number
The next number to be used will display in light grey text in the number box. If this number is not wanted simply type over the top. This makes it easy to regenerate a quote if a mistake has occurred with our having to reset the number.

If the number needs to be reset see the section on document number preferences

There is also an invoice comments field where any text can be typed. This can be used for internal notes and comments or published in the template if required for additional information if the template supports it.

Line Items

DSA Invoice Line Items

Select existing products or services to add to the invoice or make a custom line item as you go. Note custom line items are not saved to the database so can not be re used. Once the option is selected the product picker window pops up.

Search for and select the product or service to add to the quote. If a single product is selected it will open the line item edit card. If multiple products are selected they will go straight to the invoice.

Continue to add the products and services until the invoice is completed.

*Hint… create the invoice from the quote to make it super easy to complete your invoice!

Adding a product as you go

A new product or service can be added to daylite from this window. This saves time as it allows new products and services to be added during the quoting or invoicing phase which can then be added to the document.

*Turn on and off columns in the view to hide or show the valued you are interested in.

DSA Quote columns

There are a lot of special product and service features that extend the capability of Daylite Sales Assistant. Read about these in the related topics section below.

Applying Payments to Invoices

This is a very important step when using retainers/deposits. This allows a payment to be applied to the invoice before the invoice is generated into a PDF so the balance due can be shown.

PDF Section

Select which invoice template and preview the PDF. If all looks fine, press the Create PDF button and the PDF is created, saved and the document locked.

!Documents can not be edited while there is a PDF created for them. To unlock the document clear the PDF with the Clear PDF button.

Once the invoice is completed a PDF can be generated to be sent to the customer for payment

The PDF controls

DSA PDF Controls

Related Topics

See all the product and service features in DSA
Seeing unpaid invoices from the Global Reports Section
Seeing the Aged Invoices Report
What is the Finance Tab?