Print an Invoice from CounterGo

Background

Some CounterGo customers do all of their billing via their accounting system while some CounterGo customers prefer to print a detailed invoice from CounterGo and then enter a less detailed invoice for receivable purposes in their accounting software. Discussing the process with the person responsible for billing in your organization is recommended.

This article provides a downloadable Invoice form that can easily be customized in CounterGo.

In cases where a customer is being invoiced for a deposit (see Related Article below) and later for the final remaining balance, be sure to articulate that on the invoice.

Step-by-step instructions

  1. Download this Printable Invoice Form by right-clicking and selecting Save Link (Target) As... 

    CounterGo_Invoice_Template.xml

  2. Select Quote::Edit Settings::Forms

  3. Click the Import Form... button

  4. Select the file from the place it was downloaded and click OK.

  5. Click the form name Invoice and select Edit Form 'Invoice'

  6. Click on the form header to change the fake company info and edit the payment terms at the bottom of the invoice.

Bonus Tip

  • To add an Invoice Date or Invoice Number to your quotes and invoice form, create custom fields Invoice Date (type Date) and/or Invoice Number (autonumber or number). Then add those to the Invoice form by clicking on the form and selecting Insert Field...

Sample Invoice

Still need help? Contact Us Contact Us