Bits & Bytes Invoice Management Tool

Welcome to the Bits & Bytes Invoice Management Tool! This guide will walk you through how to use all the major functions.

Creating a New Invoice

1. Click the "New Invoice" button on the nav bar
2. Select an existing customer using the dropdown or choose "New Customer"
3. If you're creating a new customer, fill in all customer details
4. Add a comment regarding the invoice (optional)
5. Click "Add Item" to add invoice items
6. For each item, enter the name, cost, quantity, and description, these can be hours worked by our employees or products
7. Click "Submit" to save the invoice

Searching for Invoices

1. Navigate to the "Search Invoices" page using the nav bar
2. Enter search criteria like invoice ID, customer name, or the date it was submitted (or leave it blank to show all)
3. Click "Search" to view matching invoices
4. Use the "Clear" button to reset the search fields

Editing an Existing Invoice

1. Click the "Edit" button next to the invoice you want to change
2. Update any information that needs changing
3. Click "Submit" to save your changes

Deleting an Invoice

1. Click the "Delete" button next to the invoice
2. Confirm the deletion when prompted

Printing an Invoice

1. Click the "Print" button next to the invoice you wish to print
2. A new tab will open with a printer-friendly view of the invoice
3. Use your browser's print function, or the button, to print the invoice

When creating or editing an invoice, you can:

• Select an existing customer: Choose from the dropdown menu to auto-fill customer details
• Add a new customer: Select "New Customer" from the dropdown and fill in all required fields

Customer details are read-only when selecting an existing customer.

Searching for Customers

1. Go to the "Search Customers" page using the nav bar
2. Enter search criteria like first name, surname, email, phone number, or postcode (or leave it blank to show all)
3. Click "Search" to view matching customers
4. Use the "Clear" button to reset the search fields

Editing a Customer

1. Click the "Edit" button next to the customer you want to change
2. Update any information that needs changing
3. Click "Submit" to save your changes

Deleting a Customer

1. Click the "Delete" button next to the customer
2. Confirm the deletion when prompted

Do note that all customer invoices must be deleted before removing the customer from the system.

Each invoice can contain multiple items. For each item, provide:

• Item Name: A descriptive name for the product or service
• Cost: The unit price (e.g., 10.99)
• Quantity: The number of units
• optional: Description: Additional details about the item

The total invoice amount is calculated automatically based on item costs and quantities.

To remove an item, click the X button next to it.