Invoice

Cocoacc Invoice is very powerful tools for you to create a professional invoice for billing your customer. You can create invoice from different source -: estimate, quote ,order, time sheet, service activity or billable expenses. If you have created customer with setting required for invoice (address / currency / term / AR account), creating an invoice will be effortless as most fields on invoice are filled with those setting automatically. Invoice updates on-hand quantity for inventory item. Invoice is a posting transaction. It posts account value to your chart of accounts.

Open Invoice app from

  • Customer Menu -> Click Invoice icon
  • Or Enter url http://localhost/Invoice on your browser.
  • Or specify server ip address if you connect from other devices (notebook, tablet, smartphone or peer pc) : http://192.168.1.10/Invoice
  • Check your server ip address here.

 

Invoice Features

  • Invoice does not support lead. You have to convert lead to customer before entering invoice.
  • consolidate multiple orders to single invoice
  • consolidate multiple quote or estimate to single invoice
  • drop ship invoice
  • multiple warehouse (sites) support
  • negative stock checking
  • progressive invoice
  • invoice billable time sheet, service activity or expenses
  • customer credit limit checking and preventing
  • service date column*
  • support price level
  • support job, sales rep, class, tax
  • support discount item and subtotal item
  • support payment (deposit) and retainage item
  • pending invoice (not posting yet)
  • foreign currency support
  • memorize invoice for future use
  • cancel invoice by either void or delete command
  • print and send email
  • print packing slip
  • print multiple invoices at a time through Sales Transaction app
  • several invoice forms are provided.
  • customize invoice form with built-in report designer

* — Enable or disable it per invoice record (not application level)