Collectrium provides the ability to generate an invoice for your sale transactions which can be issued to the buyers quickly and efficiently. Learn how to generate invoices with this visual guide.
How to Generate a Sale Invoice
Sale invoices are generated from the Sales transaction page.
1. Go to the Activities list page by click on Activities in the left hand menu panel.
2. Click on the Filter and then select Sale from the options displayed down the left hand side of the screen. Once you have found the sale transaction you are looking for, click on it to enter.
3. Ensure that all of the information is correct;
- For guidance on how to edit financial information see: Delete or Edit Financial Information
- If you do not want to manually input the invoice number see: How to Setup Auto-Generated Invoice Numbers
4. Click on Export in the top right hand corner of the screen, and choose between either Export as PDF or Export as Word Document.
- Once your invoice has been generated it will automatically go to your device’s downloads folder.