On the navigation bar, select the Sale tab and Customer Invoice menu.
On the page, to the right, please click the New Customer Invoice button.
You can attach document by clicking on the paper clip icon on the right.
Complete the form and click Save as draft or Approve. *Note: Approved invoice cannot be edited or deleted
Generate Invoice from PDF or Image
On the navigation bar, select the Document tab.
Click on Upload on the right to upload PDF or image file(s).
Wait for the file to be processed and once it is ready, click on the ellipses and select create invoice.
The AI will read from the document and automatically fill in the information. *Note: Review is still needed to make sure all the information input is correct
The posting account is automatically selected based on the previous account selected. No account will be selected if it is the first invoice created for the vendor.
Recording a Payment
On the navigation bar, select the Sale tab and Customer Payment menu.
On the page, to the right, please click the New Customer Payment button.
Fill up the payment information and click Save & add invoice.
Select an invoice or multiple invoices to add in the payment.
Payment amount for each invoice can be edited.
Click on Save as draft or Approve. *Note: Approved payment cannot be edited or deleted
See what Eleven can do for you
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