Invoices are an important part of any business' record keeping system. With Coda you can be as flexible as you want to be with your book keeping. An invoice typically consists of the following.
Date the invoice was created. This is when the clock starts ticking!
Names and addresses of the customer (and supplier). It's still a good idea to capture the physical address as well as the email and contact info as well.
Contact names for who you are working with. Always a good idea to double check the spelling of names!
Description of items purchased, either products or services, including prices and quantities. Often you will have standard item descriptions and inventory numbers. But be as specific and detailed as possible, when you create the invoice. This avoids confusion and "I didn't know" issues
1️⃣ Create a new invoice by clicking the button below. Add an invoice number and remaining fields to get into the Record Keeper.
2️⃣ When adding the items to purchase watch the tax and totals come in. Feel free to edit items directly from the invoice.
3️⃣ See how results of the total sales and how much gross revenue has been created.