Invoices

Marlin GTX enables payments and other transactions to be recorded using invoices.

Existing orders can be invoiced directly from within the Work Order screen, ensuring transactions are traceable and include full stock and payment history.

The Invoices module can also be used to process standalone transactions or perform reversals.

Invoicing Orders

When you are ready to process payment for an order or any other transaction:

• Click Invoice at the top of the module window
• If you are asked to save the details, click Yes

The Invoice pop-up will open:

• Double-check the order details
  • Edit them if necessary

The invoice can then be finalised as usual.

Invoices Module

Quick invoices can also be created and finalised from the Invoices module, which can be accessed from the menu bar by selecting:

• Main > Data Entry > Invoices

Products and other information can be added to invoices using the same methods as work orders.

Finalising Invoices

... Work Order > Finalise / Main > Data Entry > Invoices

Orders can be invoiced from either the order Invoice pop-up or the Invoices module.

To invoice the order:

• Click the Finalise button at the top of the module window
  • Cash Customer: the Payment Details screen will open
  • Account Customer: the Finalise Invoice Details pop-up will open

Cash Customer Payments

... Work Order > Invoice > Finalise

When invoicing cash customers, the Payment Details pop-up will open.

To record the payment:

• Enter the amount against the relevant transaction type
  • The total amount can be split across multiple transaction types
    Tip: Click in the relevant Amount field and press Enter to quickly allocate the entire or remaining invoice amount against that transaction type
• Enter or select other information for the selected transaction type as required
• Click Ok (bottom-right)

Account Customer Payments

... Work Order > Invoice > Finalise

When invoicing account customers, the Finalise Invoice Details pop-up will open.

To record the invoice against the customer's account:

• Confirm the Payment Terms
  • If multiple are available, use the picker to select
• Click Finalise (bottom-right)

Alternatively, to process a cash payment for the customer, click Pay Now.

Delivering Receipts

... Work Order > Invoice > Finalise > Ok / Finalise

Once an invoice payment has been recorded, the Document Delivery pop-up will open.

Select whether to print or send a copy of the invoice to the customer.
Alternatively, click Skip to skip generating an invoice receipt.

Reversing Invoices

Main > Data Entry > Invoices

Invoices can be reversed by creating a credit note using the Invoices module.

To reverse an invoice:

• Click Credit Note (on the left)
• Select the Customer
• Click the Invoice Reference picker (right)

The Select Invoice pop-up will open:

• Select the invoice in the section at the top
  • To exclude certain items, untick the relevant checkboxes in the section below
• Click Select (bottom-right)

The invoice lines will be added to the credit note, which can then be Finalised as usual.