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Home > Products > Adagio Invoices Visual Tour

NOTE: In order to give you a feel for Adagio Invoices' user interface, this page contains several screen samples. It may take some time to load. Please be patient.

The invoice creation process begins with creating a new batch, via the Open Batches function, by simply clicking the New button and typing in a batch description when prompted to do so.

To add an invoice, you must first open the batch in which you want the new invoice to be placed. Next, click New.

Here, you can select the kind of document you want to create, invoices or credit notes. You must also specify the customer for whom you are creating the invoice. When you click OK, Adagio Invoices will add the invoice to your invoice list, assign it a number as per your settings in the Company Profile, and even open the invoice for immediate editing if you've turned that option on.

Once you've created a new invoice, you just need to place the items for which the customer is being billed on the invoice. It's easy. Just open up the invoice and click New to add an item.

If you have elected to interface with Inventory Control, you can add IC items or Adagio Invoices items. Clicking OK adds the item to the invoice, using the default settings for that item. Now you can either add another new item or edit the item you just added.

If you want to edit the item, just click that option and make the necessary changes in the item window.

The final step in the creation of the invoice is to make sure that the billing, shipping, and invoice totals information is all correct. To do this, just click on each of the invoice tabs in turn. If you need to make any changes, just click in the field you want to change, enter the preferred value, and move on.

The Bill To tab contains the billing information: where invoices should be sent, what tax rates are applicable for this customer, which salesperson is responsible for this sale, and so on.

The Ship To/Text tab contains shipping information. If the customer has been assigned a default shipping address in the Shipping Address maintenance function, that address and contact information will appear on this screen. If the customer has more than one shipping address, you can change the shipping information by entering a different code in the Ship code field. If the customer has not been assigned any shipping addresses, their billing information will appear here instead.

The Totals tab displays the terms of the invoice, any applicable discount information, and, of course, the tax and invoice totals.

Once you've verified that all of the information on the invoice is correct, clicking Close will save and exit the invoice.