Select your client
At the first step of creating a document you are required to select a client. All of the customer’s information, like name / company, address, activity etc, is copied onto the document from their contact. In this way, if you alter a customer’s contact details, this will not affect how they appear on the documents you have already issued to them.
While typing some of the client's name letters in the "Clients" field, a drop-down list appears with related options. Once you choose the preferred one, Elorus will automatically fill in the required fields with the information provided inside the customer’s contact. By selecting “Add new” you can create a new contact. In reality, by selecting this you are transferred to the “Add new contact” page and the information you submit there will be available for future use, as a new contact will be created.
Once a contact is selected, you may edit certain fields that you wish to appear in this particular document. It is worth mentioning that any changes will not affect the original contact. This is possible only on the contact’s details page.
Select the document type
The next step is choosing the desired document type from the respective field, by clicking on the arrow next to it appears a list of options. In case you wish to issue a sales document but cannot find a document type to match your case, you can easily create it by following the instructions found in the related article.
Next, you need to set the document's date either manually or by clicking on the "calendar" icon next to it. In case you have created series in Elorus you can choose one from "Series/Number" field and the application will automatically resume its numbering for the document at hand.
The document's due date is not mandatory to fill in. However, if you want to apply a certain credit period for a client, you may choose a date here by which they must have paid off the document.
Type the invoice items
In the following step, you are required to choose the products/services included in your document. Below the Products / Services section, you can enter already existing items or submit news ones manually.
While typing the first letters of an item’s title or some numbers contained in the item's code, a drop-down list will appear from which you can select the desired one. Selecting an item from this list, its inventory management is ensured, if enabled for this item (see related article). If you leave this field blank, the system will not be able to correlate the invoice (the sale) with the item's inventory and therefore will not manage it (reduce the total number of available items). Furthermore, this sales transaction will not be taken into account in Reports both financially and quantitatively.
Here you can set how the product/service will appear on the document. You may also add a detailed description of the item by pressing the button next to it.
If you have already submitted tax rates inside your products/services, then Elorus will fill in the "Taxes" field automatically.
The image above shows that you can also choose between already existing tax rates or create a new one. By selecting the latter, you are transferred to the form of submitting a new tax primarily found under the Taxes menu. For more information, you can visit the related article.
Note: If you haven't already set tax rates for your products/services, you have to select one for every line of product/service table, so the calculations are correct on the document's total amount.
In case you wish to re-order the items included in a document you may “drag and drop” them by keeping your cursor pressed on the indication in the red box, as shown in the image below.
Note: In case you want to issue documents in foreign currencies please visit our article.
Pick tracking categories
If you have created tracking categories for your sales documents, you may choose the desired one(s) to track each invoice you create. Below the table of products/services, you'll see the tracking categories field.
First, you'll have to select the category and next the option. By clicking Add New, you can create a new tracking option on the spot instead of visiting to the tracking categories menu, as a shortcut.
You can also assign a tracking category from each document's view page, after having saved it.
For more information about tracking categories, visit the related article.
Invoice status (Draft/Issued)
Upon creation, a new document is in a draft state. While in this state, you are able to edit and save all of the document’s fields, alter its products/services sections etc. At the same time, you cannot add payments to it while it does not participate in the financial reports of Elorus.
If you are ready to issue the document, you must deactivate the draft state either from the document's preview or edit page. In this case, it is considered that the document has been issued. Once you add a payment, the status of the document changes to partially paid or paid, depending on the amount you received (for more information on receipts and payments, see related article).
In case you have set a payment date that elapsed, then the document’s status will change into “Overdue”.
Before you can edit a document, it will have to be in a draft state. If the document has already been issued and you wish to edit it, you will have to turn it into a draft again. By clicking on “Edit”, Elorus will ask you to confirm the status change.
In case there are payments associated with the document, they will have to be deleted for it to become a draft again.