Create New Invoice

The "Create New Invoice" feature under the commerce module allows users to generate Invoices for potential transactions with customers. This feature is commonly used in businesses to provide customers with an Invoiced cost for goods or services they are interested in purchasing. Here's how the provided fields are typically used within the context of creating a new Invoice:

1. Customer: Select available customers for the Invoice   

2. Bill To & Ship To: This is where the invoice will be sent. It includes the customer's billing address 

3. Invoice Number: A unique identifier assigned to each Invoice, often generated sequentially.

4. Invoice Date: The date on which the Invoice is created.

5. Due Date: The date until which the Invoice is considered valid. After this date, the Invoice may not be honored, or the prices might change.

6. Tags: Optional labels that can be added to categorize or organize Invoices. For instance, you could tag Invoices with terms like "urgent," "priority," or "special offer."

7. Currency: The currency in which the Invoice's amounts are expressed. This allows international businesses to provide Invoices in the customer's preferred currency.

8. Sales Agent: The sales representative or agent responsible for managing the customer relationship and the sales process for this Invoice.

9. Recurring Invoice: Dropdown for the recurring options e.g. No/ 1 month, 2 month etc. 

10. Discount Type: The type of discount applied to the Invoice.

11. Admin Note: A section where internal notes or comments can be added for reference, not visible to the customer.

12. Invoice Items Listing: The new added items will be shown in the listing items listing.

13. Client Note: To add a note in text area for the Invoice

14. Terms & Conditions: To add terms and conditions

15. Prevent sending overdue reminders for this invoice: Checkbox to restrict reminders for the invoice. 

Figure 1 Create New Invoice

The "Add New Item" feature within the "New Invoice" section of the commerce module allows you to create and add new items to a sales Invoice. Each item has various attributes associated with it, as described in your provided list.

Here's how you would use this feature step by step:

• Item Description: Enter a brief description of the item you're adding. This description should give a clear idea of what the item is.

• Long Description: If needed, provide a more detailed and comprehensive description of the item. This can help provide additional information to clients or colleagues.

• Rate - CHF (Base Currency): Specify the rate of the item in CHF (Swiss Francs) or the base currency of your system. This is the initial price before any taxes or discounts are applied.

• Tax 1 and Tax 2: If there are multiple tax levels applicable to this item, select the appropriate tax rates from the available options. Tax 1 and Tax 2 could represent different tax percentages or categories.

• Unit: Choose the unit of measurement for the item. This could be items, hours, kilograms, etc. It helps provide clarity on how the item is quantified.

• Item Group: Categorize the item by assigning it to a specific group or category. This grouping can help with organization and filtering in the future.

Actions

Save: To save the item upon checking all mandatory items

Cancel: Nothing will happen, pop-up will cancel.

Figure 2 Add New Item for Invoice