Invoices BT

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

Invoices are used to finalise work orders, record standalone sales and process reversals, ensuring stock movements, payments and audit history are retained.

They can be added directly from existing orders or entered manually using the Invoices module.

Invoicing Orders

Orders are typically invoiced from within a Work Order.

To invoice an order:

• Open the relevant work order
• Click Invoice at the top of the window
• Click Yes if prompted to save changes

The Invoice window will open.

Review the invoice details and edit if required.

Finalising Invoices

Invoices can be finalised from either a work order or the Invoices module.

To finalise an invoice:

• Click Finalise at the top of the invoice window

The next step depends on the customer type.

Cash Customers

For cash customers, the Payment Details window will open.

To record payment:

• Enter the payment amount against one or more transaction types:
  • Press Enter on the keyboard to enter the full amount
  • Key in different amounts for split payments
• Click Ok

Account Customers

For account customers, the Finalise Invoice Details window will open.

To finalise the invoice:

• Confirm the payment terms
• Click Finalise

To take immediate payment instead, click Pay Now.

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Delivering Invoices

After finalising, the Document Delivery window will open.

Choose how to deliver the invoice:

• Print the invoice
• Or, Send it electronically
• Or, click Skip to continue without delivery

Invoices Module

Standalone invoices can be created using the Invoices module, whihc can be accessed by selecting Main > Data Entry > Invoices from the menu bar.

Invoices added here can be finalised using the same process as work order invoices.

Reversing Invoices

Invoices can be reversed using credit notes, which are are covered in the following onboarding guide.