Sales Invoicing for Solo

Raise sales quotes and invoices directly in Dext, ready to send to customers.

• Setting Up Business & Payment Details
• Editing Business & Payment Details
• Creating a Quote
• Sharing or Downloading a Quote
• Creating an Invoice
• Finalising & Sharing an Invoice

Setting Up Business & Payment Details

Before creating your first quote or invoice, you’ll be prompted to enter the business’ address, payment details and establish invoice numbering. This step can be skipped, but must be completed at some point for an invoice or quote to be finalised.

Note: you can complete this at a later time by clicking the Complete setup button in the ‘From’ area of a quote or invoice. 

To set up these details:

1. Start by creating a quote or an invoice.
   
   To create a quote, in the Sales workspace go to Quotes and click Create quote.
   
   To create an invoice, in the Sales workspace go to Draft invoices, then click Create an invoice.

2. To complete the set up now, click Start setup. Click Skip setup to complete it later.

3. To continue the setup, enter the business name and click Continue.

4. Next, enter the business’ address. When ready click Continue.

5. Enter the business’ payment details, the default due date and payment terms, for example any discount details and penalty rates for late or non-payment. When ready, click Continue.

6. Finally, set the invoice prefix and the number the invoices will start from and click Save.  

Editing Business & Payment Details

You can edit the business address and payment details that will appear on a sales invoice at any time. 

To edit these details go to Business settings in the sidebar, then scroll down to Sales invoice creation.

Creating a Quote

To create a quote:

1. In the Sales space, go to Quotes, then click the Create quote button. 
   

2. You’ll be taken to the quote page, where the details of the quote can be compiled. If desired a logo can be added in the top left of the screen. First, select the recipient. Add a new customer if needed by entering their details, their billing address and shipping address. 

3. Enter the quote date and the expiry date.

4. Click + Add new line item to list each line item, including selecting a Product/Service, adding a description, quantity, unit price, and discount percentage if applicable.
   
   You can also add a note to the quote if needed.

If you need to save the quote and complete it later, click the Save draft button at the top of the page.

Sharing or Downloading a Quote

Once the quote is ready to be sent to the customer and you wish to send them a copy, you can either send them the quote via Dext or download the quote and send it yourself.

1. When creating a quote, click the Share quote button at the top of the page. 

2. Select either ‘Send it via Dext’ or ‘I will download and share it myself’ and click Share quote.
   
   If you selected ‘I will download and share it myself’ the quote will automatically be downloaded as a PDF, ready for you to share with the customer.
   
   If you selected ‘Send it via Dext’ continue following the steps below.

3. You will then be prompted to enter the customer’s email, a subject line and compose the content of the email.
   
   If you wish to receive a copy of the email, set ‘Send me a copy’ to Yes.
   
   When ready, click Send.

Creating an Invoice

To create an Invoice:

1. In the Sales space, go to Draft Invoices, then click the Create sales invoice button at the top of the page. 

2. You’ll be taken to the invoice page, where the details of the invoice can be compiled. If desired a logo can be added in the top left of the screen.
   
   First, select the recipient. Add a new customer if needed by entering their details, billing address and shipping address. 

3. Enter the date of invoice and the due date and set the invoice number.

4. Click +Add new line item to list each line item, including selecting a Product/Service, adding a description, quantity, unit price, and discount percentage if applicable.
   
   You can also add payments terms and notes to the invoice if needed.

5. If you need to save the invoice and complete it later, click the Save draft button. If the invoice is complete, click Finalise invoice and follow the steps in the section below. 

Finalising & Sharing an Invoice

When your invoice is complete you have three options: you can send the invoice to the customer via Dext, download the invoice and share it yourself or not share the invoice now but save it to your sales inbox.

Important: Once you finalise an invoice you cannot edit it further. Instead you need to issue a credit note. Please double check the invoice details are correct before finalising an invoice.

To do this:

1. Open the draft invoice and click Finalise invoice at the top of the page.

2. Select ‘Send it via Dext’, ‘I will download and share it myself’ or ‘Don’t share it for now‘ and click Finalise invoice.

If you selected ‘I will download and share it myself’ the invoice will automatically be downloaded as a PDF, ready for you to share with the customer.

If you selected ‘Don’t share it for now‘ the invoice will be saved and show in your sales inbox. 

Note: The invoice can be exported as a PDF from the inbox by selecting the invoice then clicking the Export button at the top of the page. You can send the invoice via email by selecting the item, then going to Tools > Send by email. 

If you selected ‘Send it via Dext’ continue following the steps below.

3. You will then be prompted to enter the customer’s email, a subject line and to compose the content of the email.
   
   If you wish to receive a copy of the email, set ‘Send me a copy’ to Yes.
   
   When ready click Send.