How to Create a New Invoice

Invoices are used for two things in Direct Sidekick:

1. To remove items from your inventory. (Anytime you save an invoice it removes the items from inventory).
2. And/or to send invoices to your customers for items they purchased from you. You can connect your Square account to make it easy for your customers to pay you as

Sending invoices is an easy way to get paid, track who has paid you and who you are waiting on for payment. You can connect your PayPal account and allow you customers the convenience of paying you online anytime. Invoices paid via PayPal automatically show up as paid in your invoices page so you know at a glance what has been paid and what hasn’t.

Before sending your first invoice make sure you have the following setup:

• Set up you email if you plan on sending the invoices to your customers for payment.
• Add items to inventory using purchase orders. If you are direct shipping (meaning ordering and shipping directly from your company and not receiving the inventory) then this does not need to be done. Just click the direct ship checkbox in the invoice. Nothing will be added to cost of goods sold for the order then.
• Add you contacts
• Connect your Square account if you would like to provide your customers with a quick and easy way to pay you.

Creating a New Invoice

There are two ways to create a new invoice with Direct Sidekick, from the Invoices page or directly from your customer's contact record in the invoices tab.

• Click Add New Invoice button.
• Choose the customer you are selling your products to.
• Add shipping & handling and any corresponding tax.
• Check the add to income checkbox if you would like the invoice value to be added to income. If you are importing your transactions separately that includes this amount uncheck the box. Otherwise, you will be adding this amount twice. Your costs will be added to cost of goods sold either way.
  • This can be set as a default in your preferences so all new invoices start with this how you normally do things.
• Check the direct ship checkbox ONLY if you are not selling product from inventory but are shipping the product directly from your direct sales company. If checked nothing will be added to your cost of goods sold for this invoice.
• Start typing in item name in add items field.
• Click item name.
• Enter how many you are selling in the quantity field. If you are selling the same item at different prices, e.g. selling one at full price and another at half price, search for the item and add it again to the invoice a second time.
• Enter the amount you are charging your customer in the retail field.
• Select the tax type in the dropdown if you are charging your customer tax on the item.
• Enter any discount you are giving your customer as a percentage in the discount field. 
• Follow steps above until you are finished adding all the products your customer has purchased
• Click submit.

* An item cannot be added to an invoice unless the item is already in inventory from entering a purchase order or the direct ship checkbox is checked. When you search for an item to add to the invoice it shows how many you have in inventory on the date of the invoice.