Sales invoices

The Sales invoices feature requires that you have access rights to Talenom Online’s sales invoice processing.

• Depending on your access rights, you will see either all sales invoices or only the sales invoices that are in circulation with you.
• The graph shows monthly sales invoices. Depending on your rights, you will see only your own sales invoices or all sales invoices.

New sales invoice

You can create a new sales invoice by selecting Sales invoice on the home page or the + button on the Sales invoices page.

1. Select the customer from the customer register or create a new customer.
   
   • Select + New customer to add a new customer.
   • Select the customer type (person or company).
   • Enter basic information such as name, business ID, and billing address.
   • Select More to add optional information, such as invoice template language or cash discount.
   • Select Save.
2. Select Add Product to add an invoice row.
3. Select a product from the Select product menu or create a new product.
   
   • Enter the product information such as name, price, and quantity.
   • Select the sales account and possible cost centers.
   • Select Save product.
   • Once a product has been added to the invoice, a three-dot menu appears on the product line. From the menu, you can remove the line (product) from the invoice, change the order of the product lines, or add a heading line.
     
4. Select Save invoice after you have added all product lines.
5. From the upper right corner of the sales invoice draft, you can generate and download a PDF invoice, offer, order confirmation, or a delivery note of the sales invoice.
   
6. Select the method of sending the sales invoice.
   • The menu shows the sending methods that have been defined in the Contacts section for each customer. If a new sending method needs to be added to the customer, it can be done in Contacts.
7. Select Send to send the sales invoice.