How to create an invoice for stores
Our sales invoice templates create a unique invoice reference number automatically to comply with legal requirements. Your legal information and the one from your client will appear automatically once you have registered your customer in the program. Remember to modify the invoice date in case you are issuing the invoice in a different day from the one the purchase took place. Add the due date and terms of payment too.
Simplified invoices and tickets
Concepts that your sales invoice should include
Describe the sold goods in detail. Record each one as a different concept, also indicating the units sold for each concept. Record the net amount and the program will calculate the total automatically. Add the percentage of taxes if required.
If you have created a sales invoice for a specific customer using Contasimple, for example because the customer asked for it, remember not to include its amount in your single daily invoice created with your fictitious “Multiple customers”.
Sales invoices to third countries
Be clear about the custom fees and the requirements that are required to be able to sell in the country in question. Remember that you must keep the documents that prove the exit of the merchandise from the territory of application of the tax.
How do I create my retail store invoice in Contasimple?
The online sales invoice model that you can see above is an example of a store that sells to an individual. You can create it like this from Contasimple. In this example, the customer has paid by credit card at the time of ordering online and we have recorded it by means of a note:
How can I create a new note to be selected on the invoice?
To create a new note, click on "Manage note information", write a title for the new note, write the text that should appear in the invoice and click on "Insert":
How do I create a new collection method?
By default, "Cash" will appear. If you want to add a new collection method, click on "New method", give it a title on "Method name", and select the "Type of method". Enter the card number or checking account, or only the last 4 digits.
Which invoice template should I choose?
Contasimple has multiple invoice templates with different designs. If you don’t want the quantity column to appear in your invoice, just choose some template called "Services". If you would like the quantity column to appear to add the number of hours worked, choose any template but "Services" ones.
How can I apply a discount rate?
You have two options: whether to apply a discount rate for a specific customer, or apply a discount rate only for some invoice concepts.
When you create a customer, you can set a discount rate for them to apply to all concepts of your invoices. The subtotal of the invoice net amount will decrease accordingly:
If you wish to apply a discount rate in one or some of the concepts of your invoice, just add the number of the percentage in the "% Discount" column. The subtotal of the net amount will decrease proportionally:
How to add a detailed description of each concept
If you would like to add a detailed description of each concept, just click on "Show advanced edition". A new text field will appear below each concept.