Step 1 - Open Invoicing
On the dashboard, you will find several tiles, including the Invoicing tile. Open it to view the available options.
Depending on the type of invoicing package you use (Basic or Premium), you will have access to different functions within this module.
Step 2 - Open Invoices
If multiple invoicing companies are linked to your Agromanager account, first select the company for which you want to create the invoice.
Step 3 - Open the invoice details
On the right-hand side, next to the invoice, you will find a blue button with the text “Details”. When you click it, a screen opens where you can view the details of the relevant invoice.
- Complete the invoice
An invoice with Draft status can be completed.
Once the invoice changes to Outstanding, you will have the option to credit it, link payments to it or post it.
- Edit the invoice
Do you want to edit an invoice? This is only possible if the invoice is still in Draft or Outstanding status.
After editing the invoice details, click the green Save button at the bottom.
You will then see an overview of all invoice details again on your screen.
- Delete the invoice
Only an invoice with Draft status can be deleted. Invoices with Outstanding status can only be edited.
In the top-right corner, you will find the red “Delete” button. When you click it, a pop-up appears asking whether you are sure you want to delete the invoice.