Finance: Invoices (Feature)

 

 

 

MYCITO* INVOICE Life Cycle

The following flow diagram illustrates the typical INVOICE life cycle inside MYCITO*.

 

1 Create Invoice
Create a new invoice.
2 Copy Items
The operational user can copy the invoice items from a previous invoice.
3 Edit Items
The operational user can add new items onto the invoice or edit the items that was copied from a previous invoice.
4 View Invoice
Preview the invoice in a PDF format.
5 Issue Invoice
Once an invoice has been issued it will show on the debtors account.
6 Mail Self
The invoice can be emailed to the operation user to review the email template and invoice.
7 Email Invoice
Email the invoice to the debtor.

 

How To Create an Invoice

Follow these steps to CREATE AN INVOICE.

  1. Click on the EDIT INVOICES tool in the toolbar.
  2. View the ACCOUNT PROFILE.
  3. Create a NEW ENTRY.

How To Add Invoice Items

Follow these steps to add INVOICE ITEMS.

  1. View the INVOICE.
  2. Click on the EDIT ITEMS tool in the toolbar.
  3. Add a NEW ENTRY.

How To Copy Items from a Previous Invoice

Follow these steps to COPY ITEMS from a previous invoice.

  1. View the INVOICE.
  2. Click on the COPY ITEMS tool in the toolbar.
  3. Select the INVOICE and click SUBMIT.

How To Preview an Invoice

Follow these steps to VIEW AN INVOICE.

  1. View the INVOICE.
  2. Click on the VIEW INVOICE tool in the toolbar.

How To Issue an Invoice

Follow these steps to ISSUE AN INVOICE.

  1. View the INVOICE PROFILE.
  2. Click on the ISSUE INVOICE tool in the toolbar.

How To Email an Invoice to yourself

Follow these steps to EMAIL AN INVOICE TO SELF.

  1. View the INVOICE PROFILE.
  2. Click on the MAIL SELF tool in the toolbar.

How To Email Invoice

Follow these steps to EMAIL AN INVOICE to a customer.

  1. View the INVOICE PROFILE.
  2. Click on the EMAIL INVOICE tool in the toolbar.
  3. Select and deselect the RECIPIENTS and click SUBMIT.


About MYCITO

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Why MYCITO
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