Invoices in Brahmin Solutions
Invoices can be created after an order has been confirmed. Invoices are generated based on sales orders, and you can create invoices incrementally until the full amount of the sales order is invoiced. Brahmin Solutions also supports split invoicing if you need to invoice a customer in multiple parts.
To create an invoice, navigate to View Sales, open the relevant sales order, and select the option to invoice the customer. If an invoice has already been created and you need to manage or view it, go to View Invoices.
Advanced Filtering
To make it easier to find specific invoices, Brahmin Solutions offers an advanced filtering feature. By selecting the filter icon, you can filter invoices by various criteria, including:
Customer: Search by customer name.
Invoice #: Search by specific invoice number.
Order #: Filter by order number associated with the invoice.
Created From Date / Created To Date: Define a date range for when the invoice was created.
Due From Date / Due To Date: Set a date range for the invoice due date.
This advanced filtering helps you quickly locate invoices based on your specific needs.
Columns
The Columns feature in Brahmin Solutions allows you to customize the information displayed in your invoice list. You can choose to show or hide specific columns based on your preferences, making it easier to view the details most relevant to your workflow.
Available columns include:
Channel: Displays the sales channel.
Created By: Indicates the user who created the invoice.
Invoice #: Shows the unique invoice number.
Order #: Displays the associated order number.
Customer Name: Shows the customer's name.
Amount: Displays the total invoice amount.
Amount Due: Shows the remaining amount due.
Amount Paid: Indicates the amount already paid.
Invoice Synced?: Indicates whether the invoice is synced with your accounting platform.
Payments Synced?: Shows if payments are synced with your accounting platform.
Created Date: Displays the date the invoice was created.
Due Date: Indicates the invoice due date.
Payment Terms: Shows the payment terms associated with the invoice.
To adjust your view, simply check or uncheck columns as needed. This customization makes managing invoices more efficient by focusing on the details you need.
Export
The Export feature in Brahmin Solutions allows you to download invoice header details for easy external access and analysis. When exporting, you have two options:
Current Page: Exports only the invoices visible on the current page.
All Invoices: Exports all invoices in the list, regardless of the page.
Choose the desired option and click Export to download the file in CSV format. This feature is useful for sharing or archiving invoice data outside of Brahmin Solutions.
Bulk Actions
The Bulk Actions feature in Brahmin Solutions allows you to manage multiple invoices at once, saving time when performing common tasks. Available actions include:
Delete Invoices: Remove selected invoices from the system.
Download Invoices: Download the selected invoices as PDF files with the configured branding applied.
This feature is especially helpful for batch processing invoices, such as removing outdated records or exporting documents for external use.
Invoice Overview Video