Create and Edit Quick Invoice

This article explores how suppliers can create and edit quick invoices for their clients. For information regarding the payment process of the quick invoice, please visit here.

1. Creating a Quick Invoice

Invoices List View

On the “Invoices” page, you will be able to see all your clients' invoices with their current status’ displayed.

The “EXACT SEARCH BY” bar is a filter for you to search for the exact invoices they want to view.

Once you have received an order from a client, you can go onto the Enterprise Portal to create a quick invoice.

Click on [New Quick Invoice] to create a quick invoice.

Create New Quick Invoice

On the New Quick Invoice page, enter the following information of the invoice.

  • Customer*
  • Order Total (HK$)*
  • Quote / Invoice ID
  • CRI or PO Number
  • Remarks
  • Invoice Attachment
  • Purchase Order Attachments
  • Delivery Note Attachments

Click [Save] if you do not need to process the payment of your client right away.

Quick Invoice Created

The invoice has now been created, and you will be redirected to the “Invoices” page.

The invoice’ statuses now appear as:

  • “Invoice Status” = “Created”
  • “Payment Status” = “Unpaid”.

You can now click on the invoice in the list view in order to edit its information or proceed with your client's payment.

2. Editing a Quick Invoice

Edit Quick Invoice

On the page of your selected invoice (“View Quick Invoice”), you can proceed with payment or further edit the details of the invoice.
If you choose to edit, click on [Edit] to edit information or attach new files from your client.

Edit and Save Quick Invoice

After finalizing all the new edits, you can simply save the invoice or proceed to payment right away.
To save the invoice without proceeding to payment, click on [Save].

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