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Creating New Transactions

Four basic methods are used to create transaction documents such as:

  • Sales Invoices,
  • Sales Quotes,
  • Purchase Orders,
  • Bills etc.

As an example a new Sales Invoice will be created for demonstration. The same steps can be used for similar documents.

How to Create a New Invoice / Transaction Document

Method 1: Via the Customer Document

  1. From the Explorer click Customers.
  2. Select the Customer you want to create an invoice for.
  3. In the Customer Actions drop-down menu, select ‘New Sales Invoice’. (see below).
  4. A new Sales Invoice will be displayed.

Menu for a New Sales Invoice

Create a new Invoice from the Customer

Method 2: Via the New Invoice page

  1. From the shortcut bar, click on the Sales Invoice Shortcut (see below)
  2. Click on the green ‘Create New‘ plus .
  3. You will be prompted to select the applicable customer.
  4. Click on the green ‘Create new’ next to the customer name.
  5. A new Sales Invoice will be displayed.

Display the New Invoice page using a Shortcut

Display the New Invoice page using a Shortcut

Method 3: Via the Explorer option 1

  1. From the Explorer click Sales.
  2. Hover your mouse over Sales Invoices. A Green plus ⊕ will appear.
  3. Click on this Green plus.
  4. You will be prompted to select the applicable customer.
  5. Click on the green ‘Create new’ next to the customer name.
  6. A new Sales Invoice will be displayed.

The New Sales Invoice page

The New Sales Invoice page

Method 4: Via the Explorer option 2

  1. From the Explorer click SalesSales Invoices.
  2. Click on the green ‘Create New‘ plus next to the title Sales Invoices (see below)
  3. You will be prompted to select the applicable customer.
  4. Click on the green ‘Create New’ next to the customer name.
  5. A new Sales Invoice will be displayed.

sales orders

Also Read About


Working with Sales Invoices
Printing Documents
Emailing Invoices and Transactional Documents