How Do I Create an Invoice?

How Do I Create an Invoice?

Creating an Invoice in Clarus WMS

This guide explains how to create an invoice from scratch in Clarus WMS. You can manually create invoices without using charge cards, following these straightforward steps to complete your invoice.



Step-by-Step Guide

1. Open the Invoices Section

Access the area to manage your invoices. From the left-hand menu, go to the Charges section and click on Invoices. A list of your existing invoices will then appear.

2. Create a New Invoice

Start a new invoice. Click +New to begin creating a new invoice.

3. Complete the Invoice Fields

Enter the necessary invoice information:

  • To: Select the account to invoice from the dropdown list.
  • Date: The date will automatically be set to the current date, but you can change it by clicking the calendar icon.
  • Due Date: This will automatically be set to one month after the invoice date, but you can change it based on your client’s payment terms.
  • Invoice Number: The system will assign the next available number, but you can change this manually if needed. WARNING: Duplicate invoice numbers are not allowed.
  • Reference: Enter a relevant reference, such as a month or a purchase order number.
  • Currency: The default currency is GBP. REMEMBER: Contact support if you need to use another currency.
  • Amounts Are: Choose from No Tax, Tax Exclusive, or Tax Inclusive.

4. Adding Items to the Invoice

Add the products or services you are invoicing for:

  • Description: Write a description of each item.
  • Quantity: Enter the quantity of the item.
  • Unit Price: Enter the price per unit.
  • Tax Rate: Select the correct VAT rate (20%, 5%, or no VAT). You can apply different VAT rates to different items if needed.

5. Add or Remove Lines

Adjust the number of items in the invoice. The invoice starts with 5 item lines. To add more lines, click +Add Line. To remove a line, click the white cross in the red box next to the line.

6. Saving and Submitting the Invoice

Finalise or save your work. At the bottom of the screen, you will see these options:

  • Save: Save the invoice to continue working on it later.
  • Save & Submit for Approval: Save and send the invoice for approval.
  • Approve: Approve the invoice directly.
  • Cancel: Discard the invoice.


FAQs

Can I edit the due date for each invoice?

Yes, you can manually change the due date for each invoice. It automatically defaults to one month after the invoice date.

Can I use a different currency for invoices?

The default currency is GBP. Contact support if you need to invoice in a different currency.

How do I remove an item from the invoice?

Click the white cross in the red box next to the item line to remove it from the invoice.

Can I apply different VAT rates to different items?

Yes, you can apply different VAT rates (20%, 5%, or no VAT) to each line item.

What happens if I don't submit the invoice for approval?

You can save the invoice to continue editing or approve it directly without submitting it for approval.


    • Related Articles

    • How Do Invoice Numbers Work?

      Customising Invoice Numbers Clarus WMS automatically generates unique invoice numbers in order. However, you can easily customise these numbers, which is particularly useful if you are moving from another invoicing system. Step-by-Step Guide 1. Use ...

    • How Do I Amend an Invoice?

      How to Amend or Void an Invoice This guide explains how to make changes to an invoice, even after it's been approved or paid, without needing to create a new one. It also covers how to completely cancel an invoice if necessary. Step-by-Step Guide How ...

    • How Do I Download an Invoice?

      How to Download Your Invoices as PDF Files This guide explains how to download your invoices as PDF files in Clarus WMS. Follow these simple steps to easily save and share your invoices with clients. Step-by-Step Guide 1. Go to the Invoice Screen ...

    • How Do I Print an Invoice?

      Printing Invoices from Clarus WMS This guide explains how to print invoices from Clarus WMS, offering two methods: saving as a PDF for a digital record or direct physical printing using Clarus WMS Cloud Print. Choose the method that best suits your ...

    • How Do I Customise an Invoice?

      Personalise Your Invoices for a Professional Touch This guide explains how to add your company logo and address to invoices, ensuring they look professional and maintain your brand's presence. Customising your invoices helps include all necessary ...