As a Jinius user, you can create and send invoices to companies that are registered on Jinius, provided that all required invoice information is completed.
To create and send an invoice:
- Navigate to the Invoices section from the left-hand side menu.
After you click on "Invoices" you are directed to the Invoices dashboard where you can manage all your invoicing activities
2. Open the Receivables tab and click Add New.
3. Select Invoice.
4.Complete the invoice details:
- Select the customer.
- If your trading partner has defined Business Units, select the relevant business unit from the dropdown if applicable.
- Complete the required invoice information.
5. Add the products or services included in the invoice:
- Click Add Line Item.
- Enter the item description, quantity, price, taxes, and discounts (if applicable).
6. Review the invoice totals displayed at the bottom of the page.
7. Click Send to submit the invoice to your customer.
You can also save the invoice as a Draft if you need to review or complete the information before submitting it. Draft invoices are saved automatically once the minimum required information has been entered.
Note: Before sending the invoice, review all details carefully to ensure the information is correct.