How to Create an Invoice

📂 Category: Invoices

Creating an invoice in Buscoou PRO is a simple process that allows you to generate and manage billing efficiently.

Step 1: Access the Invoice Creation Page

1. Go to Sales -> Invoices.
2. Click on the Create New Invoice button.

Step 2: Select the Customer

• When selecting a customer, the system will automatically fetch the customer's profile details (billing and shipping information).
• If needed, you can manually edit the billing details by clicking on the edit icon.

📌 Note:

• For billing details to be auto-filled, they must be previously added to the customer profile.
• Editing billing/shipping details in the invoice does not change the details in the customer profile.

Step 3: Configure Invoice Settings

✅ Allowed Payment Modes – Select which payment methods are available for this invoice. If the customer pays online via Buscoou PRO payment gateways, the options will be visible in the invoice page and admin panel.

✅ Currency – The currency is selected automatically based on the system’s default currency or the customer’s assigned currency in their profile.
📌 Note: If a customer has a fixed currency (e.g., USD), it cannot be changed.

✅ Invoice Number – The system auto-generates the invoice number sequentially (e.g., 00012, next will be 00013).
📌 You can configure the next invoice number in Settings -> Finance -> Invoice.

Step 4: Add Invoice Details

✅ Customer Note – A note that will be visible to the customer on the invoice HTML and PDF.

✅ Invoice Terms – You can enter terms manually for each invoice or use predefined terms.
📌 To set predefined invoice terms, go to:
Settings -> Finance -> Invoice -> Terms.

✅ Recurring Invoice – If you need a recurring invoice, follow the recurring invoice setup guide.

✅ Sales Agent – Assign a sales agent to the invoice for tracking sales performance.
📌 The agent's full name will be displayed on the invoice if enabled in:
Settings -> Finance -> Invoice -> Show Sales Agent on Invoice.

Step 5: Add Invoice Items

• When adding items, make sure to click the blue check icon to confirm.
• You can also apply tax options as needed.
• Items are stored separately per invoice, meaning changes made in Sales -> Items will not affect already created invoices.

✅ Admin Note – Visible only to admins and staff members.
✅ Customer Note – Visible to the client on the invoice HTML and PDF.

Step 6: Save the Invoice

1. Click Save to finalize the invoice.
2. While editing or creating an invoice, you can always use the adjustment option to increase or decrease the total amount.

With these steps, you can easily create and manage invoices in Buscoou PRO, ensuring smooth billing and transaction tracking.

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