Create a Regular Invoice
Follow these simple steps to issue a standard (regular) invoice in NuMetric. This is ideal for everyday sales and e-invoicing compliance.
To Create a Regular Invoice:
Go to the Sales section.
Click on Regular Invoices.
Click Create Invoice.
Select the Customer Account.
(Optional) Choose a Project to link this invoice if using the Project Module.
This allows tracking income, expenses, and profit for specific jobs.
Enter the Purchase Order (PO) Number if applicable.
Select the Invoice Date (usually today's date).
Set the Payment Due Date.
Click Add a Line to insert items or services sold.
Click Create Invoice to finalize and issue.
Jordan: Once submitted, the invoice is ISTD-compliant (Jordan) and ready to be shared. Edit is not allowed after approval.
Step by Step:
1. Navigate to "Sales"
2. Select and Click "Regular Invoices"
3. Click "Create Invoice"
4. Select a Customer Account
5. Select a Project if applicable.
💡Projects
The Project Module allows you to track income, expenses, and profitability for specific projects or jobs.
6. Fill in the Purchase Order you Received.
7. Select Invoice date - Should be Creation Date
8. Select Payment Due Date
9. Click "Add a Line" to add items you sell.
10. Click "Create Invoice"
Reminder
The Invoice Reminder toggle lets you automatically notify customers 3, 7, and 14 days after the invoice due date. You can turn it on/off per invoice and customize reminders individually anytime.
Installments
Enable Installments in Regular Invoices
You can split a regular invoice into multiple installments by enabling the Installments toggle. This allows you to:
Define due dates and amounts for each installment.
Automatically calculate the total installment amount to match the full invoice amount.
Send automated reminders to customers before each due date—ensuring better collection and cash flow tracking.
Add Files
Attach files to invoices in NuMetric to store receipts, contracts, or related documents.
Invoice Sharing and Download
Click “Download PDF” to save printed record or send it via mail.
Click “Send Invoice” to send it via email or get a shareable link.
Track smart read receipts to confirm if the recipient has viewed the document.
Record Receipt
Record Refund
Refund Process
Open the Invoice: Navigate to the specific sales invoice you want to refund.
Click “Record Refund”: Located on the right-hand side of the invoice screen.
Refund Window Appears: A pop-up labeled “Refund Record” will open.
Enter Refund Details:
Item: Select the item(s) being refunded.
Quantity, Price, Tax: Enter the refunded quantity details for each line item. Price and Tax are auto-filled.
Total Amount: The system calculates the refund amount automatically.
Customer Account: This field auto-fills with the invoice customer’s name.
Memo (optional): Add a note explaining the refund reason.
Attach Files (if needed): Upload any supporting documents via the Files tab.
Click “Record”: Confirms and saves the refund. It will reflect in reports and customer balances.
