Category: Invoice Management

GoKickSales allows you to easily get paid from clients with the convenient Invoice Management feature.  You can also easily manage all invoices from a wide variety of customer accounts. The Invoice feature represents the total billing cycle management for your customers, sales, and product information in one month.  At month end or at your specific billing […]

Products refer to the goods or services sold or procured by any organization. If you wish to create a new product in GoKickSales, then:- 1.  In the Invoice module, click Add Product option, available at the left panel. 2.  In the Create Product page, enter the product information. The information include:- Add the title of the product […]

After Creating or adding new product, if you wish to view the list of entire products available in GoKickSales, then click on “All Products” Option available at the left hand panel of Invoice interface. After clicking, you get the list of all products available with some of their details. The details include:- Title of the […]

You can easily create new invoices of your sales which are based on different parameters such as selecting a Template, Currency, Invoice Status, Valid Deadline, Opportunity Name, Contact Name from your Contacts module, Product, Price, Quantity, Tax, and other features. To create an Invoice, simply click on the “Create New” Option located in the drop-down […]

The All Invoices feature represents the total billing cycle management for your customers, sales, and product information in one month. So at month end or at your specific billing cycle, all that is required is to check GoKickSales for Invoices which are automatically generated in the module according to your predefined settings. You can access […]

Invoice Tax: You can add a new tax or change an existing tax from here. Create New Tax Class In the Invoice module, click Add Invoice Tax. In the Create Tax Class page, enter the Tax information. Enter current tax and you can change over time or by changing rules. Click Submit.

Product Management: Manage your product sales information and you can also customize this by adding product of your choice. You can check the updated Invoice under an Opportunity section.

Add Product: GoKickSales provides an easy way to add products for use with the Invoice module. To add a product, simply click on the Add Product button on the left hand side of the Invoices management interface. Enter the Product Title, Product Stock Keeping Unit number, and Price. You can also add a Product Description […]

Create New Tax Class: You can create a new tax class by clicking on the Add New Tax button on the left hand side of the Invoices management interface. This feature allows you to easily add a Tax Title, Percentage, and a Description of the tax class.

All Taxes: The All Taxes feature provides a way for you to set the tax class and automate the calculation of taxes to occur when you create an invoice. You can also use the convenient Search function to locate a specific tax class. To access this feature click on the All Taxes button on the […]