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
- Download this Printable Invoice Form by right-clicking and selecting Save Link (Target) As...
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Select Quote::Edit Settings::Forms
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Click the Import Form... button
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Select the file from the place it was downloaded and click OK.
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Click the form name Invoice and select Edit Form 'Invoice'
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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
