SCOPIDEA allows administrators to create invoices for clients in order to record sales transactions. Invoices can be created for specific clients by filling out client information and then selecting the client. Invoices can then be generated based on project hours, expenses, or manually. Invoices contain information such as a unique ID, client, tax, issue date, discount, due date, currency, and item details. Users can edit, duplicate, delete, send as thank you, or record payment for invoices in SCOPIDEA.

1. Invoice Software
Submitted By: Vikash Kumar

2. Invoice is a commercial document issued by a seller
to a buyer, indicating the products, quantities, and
agreed prices for products or services the seller has
provided the buyer.
In SCOPIDEA Administrators or Managers can create
invoices for all clients. An invoice indicates the sale
transaction only.
In SCOPIDEA invoices are created for specific client.

4. Client includes:
o Project for which client is associated.
o Name to uniquely identify among several clients
o Address for record and additional information.

5. Steps to create Client in SCOPIDEA:-

6. 1. Go to Baseline.
2.Click Add Client radio button present in Add User
/ Add Client section.
3.Click +Add Client button.
4. Fill out the Add Client pop up, and click Save.

7. 1. Go to Payments > Invoices > Overview.
2. Click Create Invoice, and pick your client.

8. 3. Admin/User can create Invoice based on Project Hours and Open
Invoice.
4. To pull in hours from your timesheet, choose
to invoice i.e. Based on project hours
and expenses or Free-form, open invoice and
click Next Step.
5.Fill out the Create Invoice page, and click Save Invoice

9. 1. Invoice ID: Every invoice have unique id which is different
from all other invoice id’s.
2. Invoice For: For which client this invoice is for.
3. PO Number: Unique purchase order number.
4. Tax: Admin/User can set tax according to his choice.
5. Issue Date: The date on which invoice is created.
6. Discount: Discount on the Purchase of product and
services.
7. Due Date: Due date at which Invoice should be paid.
8. Currency: SCOPIDEA support invoices in multiple
currency.
9. Subject: Brief description of what this Invoice is about?

10. Products:
o Type: What product type is?
o Description: its features of detail information.
o Quantity: Number of items.
o Unit Price: Price per unit.
o Amount: Multiplication of Quantity and Unit Price.
o Tax: If User wants to apply tax on current amount or
not.
o Notes: For extra comments.

11. User can perform following operations on Invoice:
1. Edit Invoice: User can Edit Invoice by clicking this
button.
2. Duplicate: User can also create Duplicate of existing
invoice.
3. Delete: User can delete invoice by clicking Delete
button.
4. Send Thank-You: User can Send Thank-You to
recipients with Invoice Summary.
5. Record Payment: User can pay for their invoice by
Record Payment.

12. Scopidea
D-385, 2nd Floor
Sector-10, Noida-201301
By Phone No: By Email:
09555814488 info@scopidea.com
Visit at:
www.scopidea.com