Xcitium Platform

Subject

Specify the name of the invoice.

Sales Order

Select the reference Sales order (if any), or click the search icon to populate a value automatically.

Customer No.

Enter the customer number, if any.

Contact Name

Specify the contact for whom you are creating the invoice. Click the search icon to select from a list of existing contacts. Click the '+' icon to quick create a new contact.

Invoice Date

Specify the date that the invoice was created.

Due Date

Select the date by which payment should be received for the items in the invoice.

Purchase Order

Enter the purchase order number, if any.

Excise Duty

Duty rate for the shipment.

Sales Commission

Enter the amount of commission paid to the salesperson responsible for the deal. Enter a figure, not percentages. Commissions will be in the currency set for your company. This figure will not be shown in the exported invoice pdf.

Organization Name

Select the organization to whom the invoice will be sent. You can click the '+' icon to quick create a new organization or click the search icon to select an existing organization.

Status

Select the invoice status from the drop down. You can change the status later on using the 'Edit' option.

Assigned To

Select the staff member who is responsible for the invoice. This may be the same staff member handling the opportunity.

Copy Billing Address from

Choose whether to copy the billing address from the organization, contact or shipping address.

Copy Shipping Address

Choose whether to copy the shipping address from the organization, contact or billing address.

Billing Address and other fields.

• Address

• PO Box

• City

• State

• Code

• Country

This will be auto populated as per the 'Copy Billing Address from' option. Specify the details if not populated.

Shipping Address and other fields.

• Address

• PO Box

• City

• State

• Code

• Country

This will be auto populated as per the 'Copy Shipping Address from' option. Specify the details if not populated.

Specify the terms and conditions that are associated with the invoice.

Description

Enter a description of the invoice. This will be visible in the final invoice.

Lets you add products/services, manage prices/taxes and offer discounts.

Item Name

• Type the name of the product you wish to add. Matching items will automatically shown as suggestions.
  

• Alternatively, click the product / services icon and select the product / select from the pop-up screen.

Tools

• Click the trash can icon to remove the product / service.

• Click and drag a product to re-position it in the list.
  

Add Product / Add Service

Allows you to add a product / service to the invoice.

Currency

Select the currency for the invoice. You can add and manage new currencies in 'CRM Settings' > 'Other Settings' > 'Currencies'.

Quantity

For each product / service, a corresponding quantity / list price fields will be available.

• Specify the quantity for which the invoice has to be generated

List Price

The defined price for the product. You can change the price by manually entering an amount or selecting from the Price Book.

• Click the 'Discount' link to offer discounts on the List Price.

• Select '%Price' to provide discount by percentage

• Select 'Direct Price Reduction' to provide flat discount on price.

• Click 'Tax' link to change the tax structure. Please note this will be available for 'Individual' tax mode.

• Enter the new applicable tax(es)

Individual

If this option is selected, the 'Tax' link will be displayed allowing you to edit the individual tax rate defined for the product.

Group

If this option is selected, all the taxes that are enabled for the product will be applicable and you cannot edit the rates here.

Total

Displays the price details for the product including discount and taxes.

Net Price

Displays the total price of the product.