Step 1: Log into Turns Business Manager
Log in to your account using your authorized credentials.
Step 2: Navigate to the Transactions Section
From the main menu, navigate to Transactions, then select Invoice from the dropdown menu to access the invoice management page.
Step 3: Initiate the Invoice Creation Process
Click on the "+" sign to initiate the creation of a new invoice.
Step 4: Fill Out the Invoice Details
Once redirected to the invoice creation page, you will be required to fill out the following fields:
Type: Select the type of invoice:
All Unpaid Orders
Monthly
Custom Data Range
Recipient: Choose the customer type:
Retail
Commercial
Select Month: Enter the month for which the invoice is being created.
Customer Name: For retail customers, select the relevant customer name from the dropdown.
Billing Group (for Commercial Customers): If you're creating an invoice for a specific group of commercial customers, select the appropriate Billing Group from the dropdown and choose the customers within that group.
Step 5: Finalize the Invoice Creation
After filling out all the necessary fields, click Create to finalize and generate the invoice.
Step 6: Confirmation
Once the invoice is successfully created, a confirmation will appear. The invoice will now be available for review.
Step 7: Send the Invoice to Customers
To send the invoice to customers, you can manually trigger the sending process:
SMS/Email: Once the invoice is created, you can use the SMS/Email icon to send the invoice directly to your customer. This action can be triggered manually to ensure your customer receives the invoice promptly.
Step 8: Charge the Customer
You also have the option to charge the customer directly by clicking on the Pay Now option, which will take you to the payment page for immediate processing. You can choose the payment type and charge the customer.
Benefits of Creating Invoices in Business Manager
Streamlined Billing: Easily create invoices for both retail and commercial customers, saving time and ensuring accuracy.
Customization: Choose the type of invoice (e.g., monthly, unpaid orders) and tailor it to fit your business needs.
Billing Group Management: For commercial customers, group billing allows you to generate invoices for specific sets of customers in just a few clicks.
Easy Tracking: Keep track of all invoices within the Business Manager for improved financial management.
Efficiency: The streamlined process minimizes manual work, ensuring that invoicing is handled promptly and correctly.