To learn more on the delivery payments tab and editing delivery due dates click here. Please note that invoices are different from sales receipts and balance.
This will show you all uninvoiced and invoiced but unpaid deliveries. You can create sales invoices for your clients directly from your Mindbody software. If you wish to see all unpaid purchase deliveries, navigate to the Payments > Delivery payments tab and create a new preset with the following filters. Where can I find my unpaid purchase deliveries? If you wish to edit an unpaid external invoice, you will need to cancel the invoice and create a new invoice with the revised details. NB: Similarly to a sales tax invoice, once the invoice has been marked as paid, it is not editable by the user. Once the external invoice has been created, the invoice number specified in the form will appear in the Xero purchase report. Select the 'Mark as paid?' tick box if applicable and hit create.Ħ. The currency will default to AUD however can be changed to any other currency as reflected on the invoice.ĥ. Enter the bank details of the counterparty which is on the invoice. If this does not match the value of the invoice, you can enter can actual invoice total to ensure these invoices are aligned.Ĥ. AgriDigital will calculate the expected value of these deliveries. Select the deliveries that are specified on the invoice received from your counterparty. Note that the Seller will not be able to see the external invoice in their AgriDigital account and will not be notified when it is created.ģ. The deliveries that appear will be filtered by the Seller and ordered by your purchase contracts with this Seller. Navigate to Transaction > Invoices and hit the Create External Invoice button.Ģ.
Take a look at how to edit/refund/delete invoices, view invoice history and finalize invoices.To reconcile your purchase deliveries with the invoice you have received from your counterparty, subscribed AgriDigital users can use the External Invoice feature to replicate the paid invoice and mark those deliveries as paid.ġ. When you send an invoice to a customer at > Send, the invoice will include a link to your website’s invoice page where they will be directed to pay their open invoices. When the customer visits your invoice page, they can view open invoices, process a credit card payment, and view previously closed invoices. These tools will allow you to track your customers in the future. Like other website pages, you can add your customer to a path or add tags to any person who uses this page to process her invoice. You can assign a point person to the invoice.ĥ. This is the page your customer will land on after they have paid their invoice.Ĥ. You can enter a page slug in the “After paying, what page should they land on next?” field. Learn how to edit your payment processor settings.ģ. Select the payment processor you want to use from the “Payment processor” dropdown menu. The prices of your items will be automatically added together to create the total for the invoice as shown on the receipt.ġ. Enter a quantity, name, and price for each item. This is where you will create the list of items for your invoice. Once your invoice is created, you'll be taken to the invoice Items tab. You may select a point person for the invoice. Enter the name, email, or Twitter handle of the profile you wish to add.Ĩ. Mark if the invoice was referred by another profile. Award a discount to your customer by entering a dollar amount or a percentage discount.ħ. This is a required field if you want your customers to pay through the website.Ħ. From the second dropdown menu select the website invoices page your customer can use to process the invoice. From the dropdown menu, select the number of days the customer has to pay before the invoice is marked as overdue.ĥ. Enter the start and end date for the invoice.Ĥ. The invoice will be numbered automatically.Ģ.