Creating a sales invoice with different billing details

This helpful video will show you how to create a sales invoice with different billing details, for example a vehicle is being paid for by a third party

Step-By-Step Guide:

1. Click on ‘My stock’ in the navigation menu
2. Find vehicle you want to raise a sales invoice against
3. Click on ‘Sale’
4. Complete Customer details a. ‘Add New’ if a new buyer, or ‘Add Existing’ if the customer is in your contact list
5. Click on ‘Billing Details’ – ‘Same as Customer Details’ is preselected
6. Select ‘Use Different Billing Details’
7. Complete Billing Details  a. The different billing details will either be inputted by yourself or pulled through from the assigned contact.
8. Continue through remaining sales invoice input & click Save

NOTES:

• The Billing Details will automatically default to the customer details.
• When you print or download the invoice, you will see that ‘Invoice To’ will appear with the billing information different to the customer. ‘Deliver to’ will show the customer details