It is very easy for a user of WinWeb software to start invoicing their customers within minutes.
1. Login to your WinWeb account as usual and visit the Invoicing module. This can be done either via the Invoicing icon at the top of the console or by clicking the START button and selecting it from the dropdown menu.
2. Use the START button again and select any of the options from the menu, then click the START button for a third time to select the ‘Create Invoice’ option.
3. Now you will see the Invoice template. You can automatically populate the address section for any customer already on your system by selecting them from the ‘Customer’ dropdown box.
Checking the ‘Delivery Address Same as Main Address’ box will also fill in the ‘Delivery Address’ section.
If the person you are invoicing is not yet on your system, use the ‘Customer’ dropdown box and select the ‘Add New Customer’ option from the top.
4. The invoice number is automatically generated and will simply add one integer to the previous invoice. You can change this by typing a different number into the ‘Invoice Number’ box.
You can also edit the Cost Centre, Invoice Date, Terms and Currency via the corresponding dropdown boxes.
5. The next step is to add the product or service that you are invoicing the customer for. Use the Product / Service dropdown box to either select a pre-existing product or click ‘Add New Product / Service’ to add something new to the system.
Entering the price and the quantity will automatically calculate the VAT for you.
6. You can also include invoice details and notes (either private or to appear on the actual invoice) and choose whether or not to include your bank details by ticking the relevant box.
Once you have finished, it is possible to either print the invoice, download it as a PDF or email it to your customers by clicking the buttons at the bottom.
Don’t forget to click ‘Confirm & Post Invoice’ once you finish in order to update your CRM and financial records.
Should you have any questions or require any assistance contact Customer Care