Most businesses need to make an invoice as the proof of sales and transactions. It specifies the products, quantities, agreed prices, and other essential information to mark operation revenues. An invoice issued from Pymlo will go through following states in its life cycle: 

  • Draft: Saved for later use. It would not be sent nor included as part of revenue. 
  • Sent: This invoice is sent to your customer, waiting to be paid. The total amount is included in account receivable and sales revenue.
  • Paid Partially: The customer had paid part of it, but not fully. 
  • Paid: Fully paid. The deal has done. 
  • Overdue: Still not fully paid after due date. 


Issue a new invoice

Go to Income > Invoices . Click " New " at right-top corner. 


 


  1. Customize invoice number when needed. Note that it must be unique. 
  2. Specify a "Due Date" before which your customer has to pay. 
  3. Check "Currency" and "Currency Rate". You can specify whatever currency you need,  and Pymlo would use latest exchange rate as default. You can specify your actual rate. 
  4. Specify PO/SO # if you need purchase order/shipping order number. 
  5. Select a customer. You can click "Add" to create a new customer, or "Edit" to update customer information. Here we added a customer called "Luke". 
    • Click "Add" to call customer edit window. 
    • Fill Luke's information. 
    • Click "Save". The address field will be updated automatically. 
  6. Select products to sell. You can click "+ Add Item" to add more items or click "+" in product column to create a new product. Luke ordered 20 Pad Thai and 5 Hoy Tod. 
  7. Click "+ Add Item" to add items to the invoice, select a product from the list, and specify its quantity. 
    • Alternatively, you can choose to add or edit the selected product from here.
       

  8. Enter a percentage-based discount if applicable.
  9. Enter any additional remark for the customer in "Memo" if applicable.


Pymlo will calculate total amounts for you automatically. Click "Save and send" to make this invoice final.