Invoicing Software

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Scope! Idea! Innovation
Invoice Software
Submitted By Vikash Kumar
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What is invoice software

• Invoice is a commercial document issued by a
  seller
• to a buyer, indicating the products, quantities,
  and
• agreed prices for products or services the seller
  has
• provided the buyer.
• In SCOPIDEA Administrators or Managers can create
• invoices for all clients. An invoice indicates
  the sale
• transaction only.
•  In SCOPIDEA invoices are created for specific
  client.

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Add client

•  
• Client includes
•  Project for which client is associated.
• Name to uniquely identify among several clients
  
• Address for record and additional
  information.
•  

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Create Client

• Steps to create Client in SCOPIDEA-

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continued

• 1. Go to Baseline.
• 2.Click Add Client radio button present in Add
  User / Add Client section.
• 3.Click Add Client button.
• 4. Fill out the Add Client pop up, and click
  Save.

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Create invoice

• Go to Payments gt Invoices gt Overview.
• Click Create Invoice, and pick your client.

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• 3. Admin/User can create Invoice based on Project
  Hours and Open Invoice.
• 4. To pull in hours from your timesheet, choose
• to invoice i.e. Based on project hours
• and expenses or Free-form, open invoice and
• click Next Step.
• 5.Fill out the Create Invoice page, and click
  Save Invoice

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Invoice includes the following fields

• Invoice ID Every invoice have unique id which is
  different from all other invoice ids.
• Invoice For For which client this invoice is
  for.
• PO Number Unique purchase order number.
• Tax Admin/User can set tax according to his
  choice.
• Issue Date The date on which invoice is created.
• Discount Discount on the Purchase of product and
  services.
• Due Date Due date at which Invoice should be
  paid.
• Currency SCOPIDEA support invoices in multiple
  currency.
• Subject Brief description of what this Invoice
  is about?
•  

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• Products
• Type What product type is?
• Description its features of detail information.
• Quantity Number of items.
• Unit Price Price per unit.
• Amount Multiplication of Quantity and Unit
  Price.
• Tax If User wants to apply tax on current amount
  or not.
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• Notes For extra comments.
•  

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View and edit invoice

• User can perform following operations on Invoice
•  
• Edit Invoice User can Edit Invoice by clicking
  this button.
• Duplicate User can also create Duplicate of
  existing invoice.
• Delete User can delete invoice by clicking
  Delete button.
• Send Thank-You User can Send Thank-You to
  recipients with Invoice Summary.
• Record Payment User can pay for their invoice
  by Record Payment.

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• Scopidea
• D-385, 2nd Floor
• Sector-10, Noida-201301
• By Phone No By Email
• 09555814488 info_at_scopidea.com
• 
  Visit at
• www.scopidea.com