You can create and issue invoices for your clients in Orderry. Invoices do not affect the inventory stock level and cashbox balances. These documents record the client agreement for the work order or sale payment.
There are several ways you can issue invoices in Orderry.
Creating Invoices on the Finance > Invoices page
Navigate to the Finance> Invoices page and hit the + Invoice button.
Specify an existing or create a new client (payer), select a payment method, and change the invoice date if necessary.
Fill the Add work orders field with the work order number and click Enter. This way, the system automatically adds all products and services to the invoice from the selected work order. You can add multiple work orders to the same invoice.
Select or add new products or services to your invoice in the Add labors, services, products field.
Configure discounts and write a comment if necessary.
Click Create.
Creating an Invoice from a Work Order
1. Open a work order and click + Invoice on the Payments tab.
The client or payer and the services and products from the work order will be added to the new invoice automatically.
2. Select the payment method and, if necessary, change the invoice issuing date.
You can add more work orders to the same invoice. To do this, type the work order number or barcode in the Add work orders field and click Enter.
3. In the Add labors, services, products field, you can select additional goods and services.
4. If necessary, specify a discount or add a comment.
5. Click Create.
Creating Invoices on the Workflows page
1. Go to the Workflows page.
2. Select work orders in the Checkbox column of the Work Orders table, click More actions > Create Invoice.
3. Specify an existing client or create a new one, select a payment method and issue date.
If all the selected work orders have the same client, she or he will be automatically added to the invoice. If the Payer is specified in the work order, this person will be a payer in the invoice.
4. Fill the Add work orders field with the work order number and click Enter. This way, the system automatically adds all products and works to invoice from the selected work order. You can add multiple work orders to the same invoice.
5. Select or add new products or services to your invoice in the Add labors, services, products field.
6. Configure discounts and write a comment if necessary.
7. Click Create.
You can see your invoices on the Finance > Invoices page. They have the Draft status by default. Click the status to change it to Set, Paid, or Canceled.
Remember: Invoice status change does not affect inventory stock level and cashbox balances.
Printing and Sending Invoices
Open the invoice dialog window. At the top right, you will see three buttons:
Hit the 🖨️ button to print an invoice document
Click Export to get the invoice document as a PDF file
Click the envelope button to send an email with the document invoice attached. Orderry automatically finds a client email address from the client profile. You can edit the email recipient, subject, and message text.
Configuring Invoices
You can also change the invoice numbering template on the Settings > General page in the Invoices section.
Fill in the field of an Invoice numbering template using symbols, along with the following available variable values:
{C} — represents the Invoice counter;
{D} — the current day;
{M} — month;
{Y} — year.
The {C} variable values can be configured.
Example: {C:3} represents the Invoice counter 3 characters long starting with zero (001, 002, 003, etc).
The same thing can be done to set up a numbering counter of your Invoices. Simply click on the example invoice number and fill in the counter field with the needed value.
How to Delete an Invoice
To delete an invoice, click its number and hit the delete button.
Deleted invoices can be restored in the Activity Log report.
To do this, generate a report for the Invoice deleted event. Find the deleted invoice and click Restore.
