There are two ways Pandle can deal with invoices to your customers. Each method is outlined below and your chosen method can be selected in the invoice settings as follows:
1. Entry of manual invoices in Pandle
Use this option if you create your invoices outside of Pandle, for example in Microsoft Word or with an invoice pad.
Simply go to Enter Transactions > Customers > New > Invoice
You can then enter the details of your invoices (as below):
Simply enter the date, the customer the invoice was issued to, the category (usually sales), a description and the amount. You can use the plus button to enter another invoice. Once you have finished simply click save all.
2. Creating your invoices in Pandle
Use this option if you want Pandle to create invoices for your customers. Pandle can also send invoices, send payment reminders and automatically send recurring invoices to your customers.
It's always best to set your invoice settings before raising your first invoice.
> Invoice Settings >Invoice Options.
Invoice Referencing: These settings allow you to enter an invoice reference prefix and the starting number. You can also include customer reference unique to your customer when adding or editing customers. So, for example you could have your starting invoice reference as '101' or 'CompanyRef-101' or even 'CompanyRef-CustomerRef-101'.
Automated Reminders: Please tick this box if you would like Pandle to automatically send email reminders to customers who do not pay you on time. Once selected you will be presented with the option to set up your reminders, including the frequency and the content of the emails.
Invoice Text: There is a box for 'default invoice text'. This is useful for entering any text you would like at the bottom of your invoice. This could be 'Thanks for your business', your payment information or invoice terms such as 'Payment due 30 days from the date of this invoice'.
Invoice template: If you're using Pandle Pro you can choose between various templates. Simply click on the 'design options' tab and select the invoice you prefer most. You can also upload your company logo here to appear on your invoices when you create them.
Okay, so now you have completed the invoice settings, it's time to start invoicing.
To create your first invoice go to Enter Transactions > Customers > New > Invoice
The above asks for key information in order for Pandle to prepare your invoice; the customer (you can add a new one from here if they are not on the list), the category (usually sales), the description for the invoice and the price. You can add further rows by clicking on the blue '+' button.
You then have a few options for what to do next:
Save and Next: This will allow you to save the invoice and enter another one straight away.
Save and View: This will present you with a preview of the invoice. From here you can then edit, delete, convert to PDF or send the invoice to your customer.
Save and Finish: This will save your invoice and take you back to the Customers screen.
Save and Recur: If you will regularly invoice this customer the same amount then you can select this option. This will allow you to automate future invoices to save time.
Once your invoice has been created you can return to the Customers screen to see the increased amount the customer owes to you. You can view all previously created invoices by clicking view. This allows you to drill down into each invoice to see an audit trail and much more.