new install - Create Invoice icon not visible.

Initially I didn't have the Income and Expenses menu item listed - Helpdesk logged in and fixed that.

However now I can actually click on Income, the icons across the top don't look anything like those described in www.wdmtech.com/vaccount-documentation-creating-income

Checked with Helpdesk again and was told to read the documentation....after which they terminated the chat session.

Attached is a screen capture of the icons that I have displayed which are very different to the documentation.

I'm just wanting to carry out the simple task of creating an invoice!

Can anyone reveal the secret please?

Thanks

Hello Mark,
Please check again. I can see all the options in your Website's backend. And Create Invoice option will be visible when you try to open a saved Income.

Hi Daniel

Thanks for your reply.

OK, I added a test "Income" item and then went back into it and can now see the create invoice icon at last.

At least in AU, this is back to front for us....depending if cash or accrual methods are used, there is no income until the invoice is created, sent and actually paid (cash method) or the invoice is created and sent but payment is outstanding (accrual method).

We would consider the process of your "income" only to be "order entry" - prior to delivery for example.

Also, when our Order (your Income) is created, we don't always know what method of payment (Mode) the client will use...so to need to select a Mode is premature as it could be wrong. I will need to remember Income = Order.

I have " Enable Items" set to yes, however I can't add a second item the same. For example, Consulting.... where the item is used twice but with different Qty and Description.

Looking at the PDF invoice, it's missing the logo image that was uploaded and visible in the Preview of the Template.

The QTY of 10 x the price of $100 should equal $1,000 but it displays only $100. The Actual amount correctly displays $1,000 when editing the transaction. However the list of income transactions displays $1,010. It's added $10 onto the amount rather than 10% tax.

There is no tax itemised on the invoice - not even $10.

The Transaction ID I am assuming is the invoice (order) number - it should be sequentially and automatically generated by the system.

I'm sorry, for me, it's not fit for the intended purpose and I'll need to request a refund.

Thanks

Mark

Please contact our sales team via contact us form with the link to this thread, We'll look into it.